OpenArc Corporate Advisory’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.07M Buy
13,228
+450
+4% +$67.5K 0.02% 257
2026
Q1
$1.95M Buy
12,778
+3,290
+35% +$504K 0.03% 255
2025
Q4
$1.31M Buy
+9,488
New +$1.24M 0.02% 267

Other funds holding NVS

OpenArc Corporate Advisory's NVS Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Novartis (NVS) stake by 3.5% in Q2 2026, buying an estimated $67.5K and bringing the position to 13,228 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #257.

OpenArc Corporate Advisory first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • OpenArc Corporate Advisory held 13,228 shares of Novartis worth $2.07M as of Q2 2026.
  • OpenArc Corporate Advisory bought 450 Novartis shares in Q2 2026, an estimated $67.5K.
  • Novartis made up 0.02% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #257 holding.
  • OpenArc Corporate Advisory first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.