NIM
NVS icon

Nexus Investment Management’s Novartis NVS Stock Holding History

Nexus Investment Management’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 		$34.5K Hold
220
– – ﹤0.01% 63
2026
Q1 		$33.6K Hold
220
– – ﹤0.01% 63
2025
Q4 		$30.3K Hold
220
– – ﹤0.01% 65
2025
Q3 		$28.2K Hold
220
– – ﹤0.01% 65
2025
Q2 		$26.6K Hold
220
– – ﹤0.01% 71
2025
Q1 		$35.3K Buy
+220
New +$23.4K ﹤0.01% 66

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Nexus Investment Management's NVS Position: Q2 2026 in Review

Nexus Investment Management held its Novartis (NVS) position steady in Q2 2026 at 220 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #63.

Nexus Investment Management first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.3K in Q1 2025. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Nexus Investment Management held 220 shares of Novartis worth $34.5K as of Q2 2026.
  • Nexus Investment Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of Nexus Investment Management's portfolio in Q2 2026, its #63 holding.
  • Nexus Investment Management first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • Nexus Investment Management's Novartis position peaked at $35.3K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Nexus Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.