NRC
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New Republic Capital’s Novartis NVS Stock Holding History

New Republic Capital’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$584K Buy
3,729
+233
+7% +$34.9K 0.13% 125
2026
Q1 		$534K Sell
3,496
-2,133
-38% -$327K 0.18% 107
2025
Q4 		$776K Buy
5,629
+3,289
+141% +$431K 0.21% 95
2025
Q3 		$300K Buy
2,340
+320
+16% +$39K 0.09% 144
2025
Q2 		$244K Sell
2,020
-78
-4% -$8.79K 0.09% 152
2025
Q1 		$234K Sell
2,098
-242
-10% -$25.8K 0.1% 150
2024
Q4 		$228K Buy
2,340
+326
+16% +$34.8K 0.15% 147
2024
Q3 		$232K Sell
2,014
-754
-27% -$85.6K 0.13% 143
2024
Q2 		$295K Buy
2,768
+277
+11% +$27.8K 0.15% 123
2024
Q1 		$241K Buy
2,491
+74
+3% +$7.59K 0.15% 134
2023
Q4 		$244K Buy
2,417
+172
+8% +$16.6K 0.17% 129
2023
Q3 		$229K Buy
2,245
+32
+1% +$3.25K 0.19% 117
2023
Q2 		$223K Buy
+2,213
New +$221K 0.16% 126

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Republic Capital's NVS Position: Q2 2026 in Review

New Republic Capital increased its Novartis (NVS) stake by 6.7% in Q2 2026, buying an estimated $34.9K and bringing the position to 3,729 shares worth $584K. The position accounts for 0.13% of the portfolio, ranked #125.

New Republic Capital first reported a position in NVS in Q2 2023 and has held it in 13 quarters since. The position peaked at $776K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • New Republic Capital held 3,729 shares of Novartis worth $584K as of Q2 2026.
  • New Republic Capital bought 233 Novartis shares in Q2 2026, an estimated $34.9K.
  • Novartis made up 0.13% of New Republic Capital's portfolio in Q2 2026, its #125 holding.
  • New Republic Capital first reported a position in Novartis in Q2 2023 and has held it in 13 quarters since.
  • New Republic Capital's Novartis position peaked at $776K in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.