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Northside Capital Management’s Novartis NVS Stock Holding History

Northside Capital 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 		$2.62M Sell
16,724
-160
-0.9% -$24K 0.21% 75
2026
Q1 		$2.58M Sell
16,884
-12,659
-43% -$1.94M 0.23% 75
2025
Q4 		$4.07M Hold
29,543
– – 0.35% 59
2025
Q3 		$3.79M Buy
29,543
+253
+0.9% +$30.9K 0.35% 59
2025
Q2 		$3.54M Buy
29,290
+25,994
+789% +$2.93M 0.27% 56
2025
Q1 		$367K Hold
3,296
– – 0.06% 81
2024
Q4 		$321K Buy
3,296
+750
+29% +$80K 0.09% 87
2024
Q3 		$293K Hold
2,546
– – 0.05% 84
2024
Q2 		$271K Hold
2,546
– – 0.05% 86
2024
Q1 		$246K Hold
2,546
– – 0.04% 94
2023
Q4 		$257K Hold
2,546
– – 0.08% 88
2023
Q3 		$259K Hold
2,546
– – 0.06% 85
2023
Q2 		$257K Hold
2,546
– – 0.09% 80
2023
Q1 		$234K Hold
2,546
– – 0.06% 87
2022
Q4 		$231K Buy
+2,546
New +$214K 0.07% 84
2022
Q3 		– Sell
-2,546
Closed -$215K – 89
2022
Q2 		$215K Hold
2,546
– – 0.07% 82
2022
Q1 		$223K Hold
2,546
– – 0.06% 86
2021
Q4 		$223K Hold
2,546
– – 0.06% 82
2021
Q3 		$208K Hold
2,546
– – 0.06% 88
2021
Q2 		$232K Hold
2,546
– – 0.06% 85
2021
Q1 		$218K Hold
2,546
– – 0.06% 82
2020
Q4 		$240K Hold
2,546
– – 0.07% 77
2020
Q3 		$221K Hold
2,546
– – 0.07% 82
2020
Q2 		$222K Hold
2,546
– – 0.08% 88
2020
Q1 		$210K Buy
2,546
+329
+15% +$29.4K 0.1% 77
2019
Q4 		$210K Buy
+2,217
New +$199K 0.07% 87
2017
Q2 		– Sell
-13,615
Closed -$906K – 104
2017
Q1 		$906K Buy
+13,615
New +$907K 0.25% 62

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

Northside Capital Management's NVS Position: Q2 2026 in Review

Northside Capital Management reduced its Novartis (NVS) stake by 0.95% in Q2 2026, selling an estimated $24K and leaving 16,724 shares worth $2.62M. The position accounts for 0.21% of the portfolio, ranked #75.

Northside Capital Management first reported a position in NVS in Q1 2017 and has held it in 27 quarters since. The position peaked at $4.07M in Q4 2025. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Northside Capital Management held 16,724 shares of Novartis worth $2.62M as of Q2 2026.
  • Northside Capital Management sold 160 Novartis shares in Q2 2026, an estimated $24K.
  • Novartis made up 0.21% of Northside Capital Management's portfolio in Q2 2026, its #75 holding.
  • Northside Capital Management first reported a position in Novartis in Q1 2017 and has held it in 27 quarters since.
  • Northside Capital Management's Novartis position peaked at $4.07M in Q4 2025.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.