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one8zero8 LLC’s Novartis NVS Stock Holding History

one8zero8 LLC’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 		$447K Hold
2,852
– – 0.09% 144
2026
Q1 		$436K Hold
2,852
– – 0.1% 144
2025
Q4 		$393K Hold
2,852
– – 0.09% 150
2025
Q3 		$366K Buy
2,852
+588
+26% +$71.7K 0.08% 155
2025
Q2 		$274K Sell
2,264
-600
-21% -$67.6K 0.06% 172
2025
Q1 		$319K Hold
2,864
– – 0.08% 165
2024
Q4 		$279K Buy
+2,864
New +$305K 0.06% 181

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

one8zero8 LLC's NVS Position: Q2 2026 in Review

one8zero8 LLC held its Novartis (NVS) position steady in Q2 2026 at 2,852 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #144.

one8zero8 LLC first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • one8zero8 LLC held 2,852 shares of Novartis worth $447K as of Q2 2026.
  • one8zero8 LLC left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.09% of one8zero8 LLC's portfolio in Q2 2026, its #144 holding.
  • one8zero8 LLC first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on one8zero8 LLC's 13F filing for Q2 2026, filed 10 Aug 2026.