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NorthRock Partners’s Novartis NVS Stock Holding History

NorthRock Partners’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 		$422K Buy
2,692
+442
+20% +$66.3K 0.01% 467
2026
Q1 		$344K Sell
2,250
-103
-4% -$15.8K 0.01% 494
2025
Q4 		$324K Buy
2,353
+440
+23% +$57.6K 0.01% 462
2025
Q3 		$245K Buy
+1,913
New +$233K ﹤0.01% 768
2024
Q4 		– Sell
-2,185
Closed -$251K – 840
2024
Q3 		$251K Buy
2,185
+22
+1% +$2.5K 0.01% 554
2024
Q2 		$230K Buy
2,163
+13
+0.6% +$1.3K 0.01% 539
2024
Q1 		$208K Buy
2,150
+66
+3% +$6.77K 0.01% 574
2023
Q4 		$210K Buy
+2,084
New +$201K 0.01% 537
2023
Q1 		– Sell
-2,230
Closed -$202K – 354
2022
Q4 		$202K Buy
+2,230
New +$188K 0.02% 328
2022
Q3 		– Sell
-4,904
Closed -$415K – 323
2022
Q2 		$415K Buy
4,904
+6
+0.1% +$526 0.04% 178
2022
Q1 		$430K Sell
4,898
-183
-4% -$15.8K 0.04% 194
2021
Q4 		$444K Sell
5,081
-5
-0.1% -$415 0.03% 191
2021
Q3 		$416K Sell
5,086
-25
-0.5% -$2.25K 0.03% 178
2021
Q2 		$466K Buy
5,111
+222
+5% +$19.8K 0.04% 148
2021
Q1 		$418K Sell
4,889
-162
-3% -$14.5K 0.04% 135
2020
Q4 		$477K Sell
5,051
-503
-9% -$44K 0.05% 132
2020
Q3 		$483K Buy
5,554
+81
+1% +$7.02K 0.05% 121
2020
Q2 		$478K Sell
5,473
-83
-1% -$7.17K 0.06% 121
2020
Q1 		$458K Buy
5,556
+223
+4% +$19.9K 0.06% 112
2019
Q4 		$505K Buy
5,333
+1,919
+56% +$172K 0.05% 153
2019
Q3 		$297K Buy
+3,414
New +$307K 0.04% 169

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

NorthRock Partners's NVS Position: Q2 2026 in Review

NorthRock Partners increased its Novartis (NVS) stake by 20% in Q2 2026, buying an estimated $66.3K and bringing the position to 2,692 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #467.

NorthRock Partners first reported a position in NVS in Q3 2019 and has held it in 21 quarters since. The position peaked at $505K in Q4 2019. 1,289 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • NorthRock Partners held 2,692 shares of Novartis worth $422K as of Q2 2026.
  • NorthRock Partners bought 442 Novartis shares in Q2 2026, an estimated $66.3K.
  • Novartis made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #467 holding.
  • NorthRock Partners first reported a position in Novartis in Q3 2019 and has held it in 21 quarters since.
  • NorthRock Partners's Novartis position peaked at $505K in Q4 2019.
  • 1,289 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.