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Norden Group’s Novartis NVS Stock Holding History

Norden Group’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 		$380K Sell
2,427
-195
-7% -$29.2K 0.03% 459
2026
Q1 		$401K Buy
2,622
+474
+22% +$72.7K 0.04% 381
2025
Q4 		$296K Buy
2,148
+103
+5% +$13.5K 0.03% 470
2025
Q3 		$262K Buy
+2,045
New +$250K 0.03% 503
2025
Q2 		– Sell
-42,199
Closed -$4.7M – 574
2025
Q1 		$4.7M Buy
42,199
+139
+0.3% +$14.8K 0.54% 37
2024
Q4 		$4.09M Buy
+42,060
New +$4.49M 0.46% 48

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

Norden Group's NVS Position: Q2 2026 in Review

Norden Group reduced its Novartis (NVS) stake by 7.4% in Q2 2026, selling an estimated $29.2K and leaving 2,427 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #459.

Norden Group first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.7M in Q1 2025. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Norden Group held 2,427 shares of Novartis worth $380K as of Q2 2026.
  • Norden Group sold 195 Novartis shares in Q2 2026, an estimated $29.2K.
  • Novartis made up 0.03% of Norden Group's portfolio in Q2 2026, its #459 holding.
  • Norden Group first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • Norden Group's Novartis position peaked at $4.7M in Q1 2025.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.