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Novem Group’s Novartis NVS Stock Holding History

Novem 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 		$1.37M Sell
8,727
-615
-7% -$92.2K 0.14% 126
2026
Q1 		$1.43M Sell
9,342
-583
-6% -$89.4K 0.16% 111
2025
Q4 		$1.37M Buy
9,925
+161
+2% +$21.1K 0.16% 114
2025
Q3 		$1.25M Buy
9,764
+183
+2% +$22.3K 0.15% 132
2025
Q2 		$1.16M Buy
+9,581
New +$1.08M 0.15% 115

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

Novem Group's NVS Position: Q2 2026 in Review

Novem Group reduced its Novartis (NVS) stake by 6.6% in Q2 2026, selling an estimated $92.2K and leaving 8,727 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #126.

Novem Group first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2026. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Novem Group held 8,727 shares of Novartis worth $1.37M as of Q2 2026.
  • Novem Group sold 615 Novartis shares in Q2 2026, an estimated $92.2K.
  • Novartis made up 0.14% of Novem Group's portfolio in Q2 2026, its #126 holding.
  • Novem Group first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • Novem Group's Novartis position peaked at $1.43M in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.