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Operose Advisors’s Novartis NVS Stock Holding History

Operose Advisors’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 		$1.57K Sell
10
-61
-86% -$9.14K ﹤0.01% 474
2026
Q1 		$10.8K Buy
+71
New +$10.9K ﹤0.01% 404
2024
Q4 		– Sell
-279
Closed -$32.1K – 574
2024
Q3 		$32.1K Hold
279
– – 0.01% 334
2024
Q2 		$29.7K Hold
279
– – 0.01% 300
2024
Q1 		$27K Hold
279
– – 0.01% 336
2023
Q4 		$28.2K Hold
279
– – 0.01% 301
2023
Q3 		$28.4K Buy
+279
New +$28.3K 0.01% 412

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

Operose Advisors's NVS Position: Q2 2026 in Review

Operose Advisors reduced its Novartis (NVS) stake by 86% in Q2 2026, selling an estimated $9.14K and leaving 10 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Operose Advisors first reported a position in NVS in Q3 2023 and has held it in 7 quarters since. The position peaked at $32.1K in Q3 2024. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Operose Advisors held 10 shares of Novartis worth $1.57K as of Q2 2026.
  • Operose Advisors sold 61 Novartis shares in Q2 2026, an estimated $9.14K.
  • Novartis made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #474 holding.
  • Operose Advisors first reported a position in Novartis in Q3 2023 and has held it in 7 quarters since.
  • Operose Advisors's Novartis position peaked at $32.1K in Q3 2024.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.