New York State Common Retirement Fund
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New York State Common Retirement Fund’s Novartis NVS Stock Holding History

New York State Common Retirement Fund’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 		$28.7M Buy
183,246
+5,850
+3% +$877K 0.04% 349
2026
Q1 		$27.1M Sell
177,396
-7,970
-4% -$1.22M 0.04% 343
2025
Q4 		$25.6M Buy
185,366
+79,068
+74% +$10.4M 0.03% 345
2025
Q3 		$13.6M Buy
106,298
+3,753
+4% +$458K 0.02% 601
2025
Q2 		$12.4M Buy
102,545
+1,020
+1% +$115K 0.02% 655
2025
Q1 		$11.3M Sell
101,525
-6,153
-6% -$655K 0.02% 656
2024
Q4 		$10.5M Buy
107,678
+1,301
+1% +$139K 0.01% 760
2024
Q3 		$12.2M Buy
106,377
+10,667
+11% +$1.21M 0.02% 682
2024
Q2 		$10.2M Sell
95,710
-13,165
-12% -$1.32M 0.01% 795
2024
Q1 		$10.5M Buy
108,875
+13,245
+14% +$1.36M 0.01% 790
2023
Q4 		$9.66M Buy
95,630
+12,147
+15% +$1.17M 0.01% 837
2023
Q3 		$8.5M Buy
83,483
+24,200
+41% +$2.46M 0.01% 888
2023
Q2 		$5.98M Sell
59,283
-15,928
-21% -$1.59M 0.01% 1085
2023
Q1 		$6.92M Sell
75,211
-5,005
-6% -$437K 0.01% 1035
2022
Q4 		$7.28M Buy
80,216
+889
+1% +$74.9K 0.01% 1019
2022
Q3 		$6.03M Hold
79,327
– – 0.01% 1075
2022
Q2 		$6.71M Hold
79,327
– – 0.01% 1052
2022
Q1 		$6.96M Hold
79,327
– – 0.01% 1132
2021
Q4 		$6.94M Buy
79,327
+880
+1% +$73.1K 0.01% 1163
2021
Q3 		$6.42M Hold
78,447
– – 0.01% 1205
2021
Q2 		$7.16M Sell
78,447
-1,836
-2% -$163K 0.01% 1180
2021
Q1 		$6.86M Buy
80,283
+77,414
+2,698% +$6.95M 0.01% 1127
2020
Q4 		$271K Sell
2,869
-950
-25% -$83K ﹤0.01% 2625
2020
Q3 		$332K Hold
3,819
– – ﹤0.01% 2418
2020
Q2 		$334K Sell
3,819
-1,969
-34% -$170K ﹤0.01% 2418
2020
Q1 		$477K Hold
5,788
– – ﹤0.01% 2064
2019
Q4 		$548K Hold
5,788
– – ﹤0.01% 2255
2019
Q3 		$503K Hold
5,788
– – ﹤0.01% 2333
2019
Q2 		$529K Buy
+5,788
New +$490K ﹤0.01% 2357

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 York State Common Retirement Fund's NVS Position: Q2 2026 in Review

New York State Common Retirement Fund increased its Novartis (NVS) stake by 3.3% in Q2 2026, buying an estimated $877K and bringing the position to 183,246 shares worth $28.7M. The position accounts for 0.04% of the portfolio, ranked #349.

New York State Common Retirement Fund first reported a position in NVS in Q2 2019 and has held it in 29 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • New York State Common Retirement Fund held 183,246 shares of Novartis worth $28.7M as of Q2 2026.
  • New York State Common Retirement Fund bought 5,850 Novartis shares in Q2 2026, an estimated $877K.
  • Novartis made up 0.04% of New York State Common Retirement Fund's portfolio in Q2 2026, its #349 holding.
  • New York State Common Retirement Fund first reported a position in Novartis in Q2 2019 and has held it in 29 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.