Ninety One (UK)’s Novartis NVS Stock Holding History

Ninety One (UK)’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 Q3	$10.8K	Hold	76	–	–	﹤0.01%	321
2026 Q2	$11.9K	Hold	76	–	–	﹤0.01%	259
2026 Q1	$11.6K	Buy	76 +24	+46%	+$3.68K	﹤0.01%	226
2025 Q4	$7.17K	Hold	52	–	–	﹤0.01%	220
2025 Q3	$6.67K	Hold	52	–	–	﹤0.01%	208
2025 Q2	$6.29K	Sell	52 -95	-65%	-$10.7K	﹤0.01%	199
2025 Q1	$16.4K	Hold	147	–	–	﹤0.01%	190
2024 Q4	$14.3K	Hold	147	–	–	﹤0.01%	189
2024 Q3	$16.9K	Hold	147	–	–	﹤0.01%	192
2024 Q2	$15.6K	Hold	147	–	–	﹤0.01%	185
2024 Q1	$14.2K	Hold	147	–	–	﹤0.01%	183
2023 Q4	$14.8K	Buy	+147	New	+$14.2K	﹤0.01%	176
2021 Q2	–	Sell	-139	Closed	-$12K	–	215
2021 Q1	$12K	Hold	139	–	–	﹤0.01%	213
2020 Q4	$13K	Hold	139	–	–	﹤0.01%	217
2020 Q3	$12K	Buy	139 +1	+0.7%	+$87	﹤0.01%	218
2020 Q2	$12K	Buy	+138	New	+$11.9K	﹤0.01%	229

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Ninety One (UK)'s NVS Position: Q3 2026 in Review

Ninety One (UK) held its Novartis (NVS) position steady in Q3 2026 at 76 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Ninety One (UK) first reported a position in NVS in Q2 2020 and has held it in 16 quarters since. The position peaked at $16.9K in Q3 2024. 943 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Ninety One (UK) held 76 shares of Novartis worth $10.8K as of Q3 2026.
Ninety One (UK) left its Novartis share count unchanged in Q3 2026.
Novartis made up ﹤0.01% of Ninety One (UK)'s portfolio in Q3 2026, its #321 holding.
Ninety One (UK) first reported a position in Novartis in Q2 2020 and has held it in 16 quarters since.
Ninety One (UK)'s Novartis position peaked at $16.9K in Q3 2024.
943 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Ninety One (UK)'s 13F filing for Q3 2026, filed 15 Oct 2026.