NorthStar Asset Management (Pennsylvania)’s Novartis NVS Stock Holding History

NorthStar Asset Management (Pennsylvania)’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	$2.15M	Hold	13,875	–	–	0.41%	49
2026 Q1	$2.12M	Sell	13,875 -50	-0.4%	-$7.66K	0.48%	46
2025 Q4	$1.92M	Hold	13,925	–	–	0.41%	48
2025 Q3	$1.79M	Sell	13,925 -200	-1%	-$24.4K	0.38%	54
2025 Q2	$1.71M	Sell	14,125 -350	-2%	-$39.4K	0.39%	54
2025 Q1	$1.61M	Sell	14,475 -400	-3%	-$42.6K	0.39%	54
2024 Q4	$1.45M	Hold	14,875	–	–	0.33%	58
2024 Q3	$1.71M	Hold	14,875	–	–	0.39%	55
2024 Q2	$1.58M	Hold	14,875	–	–	0.38%	56
2024 Q1	$1.44M	Hold	14,875	–	–	0.35%	61
2023 Q4	$1.5M	Sell	14,875 -450	-3%	-$43.4K	0.4%	58
2023 Q3	$1.56M	Hold	15,325	–	–	0.45%	53
2023 Q2	$1.55M	Hold	15,325	–	–	0.43%	57
2023 Q1	$1.41M	Buy	+15,325	New	+$1.34M	0.41%	57
2013 Q3	–	Sell	-62,072	Closed	-$3.93M	–	102
2013 Q2	$3.93M	Buy	+62,072	New	+$4.04M	1.68%	23

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s NVS Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) held its Novartis (NVS) position steady in Q2 2026 at 13,875 shares worth $2.15M. The position accounts for 0.41% of the portfolio, ranked #49.

NorthStar Asset Management (Pennsylvania) first reported a position in NVS in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.93M in Q2 2013. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

NorthStar Asset Management (Pennsylvania) held 13,875 shares of Novartis worth $2.15M as of Q2 2026.
NorthStar Asset Management (Pennsylvania) left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.41% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #49 holding.
NorthStar Asset Management (Pennsylvania) first reported a position in Novartis in Q2 2013 and has held it in 15 quarters since.
NorthStar Asset Management (Pennsylvania)'s Novartis position peaked at $3.93M in Q2 2013.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.