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Optas LLC’s Novartis NVS Stock Holding History

Optas 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 		$642K Buy
4,098
+249
+6% +$37.3K 0.09% 138
2026
Q1 		$588K Buy
3,849
+10
+0.3% +$1.53K 0.09% 143
2025
Q4 		$529K Sell
3,839
-3
-0.1% -$393 0.08% 167
2025
Q3 		$493K Buy
3,842
+463
+14% +$56.5K 0.08% 154
2025
Q2 		$409K Sell
3,379
-95
-3% -$10.7K 0.08% 165
2025
Q1 		$387K Sell
3,474
-68
-2% -$7.24K 0.07% 151
2024
Q4 		$345K Sell
3,542
-265
-7% -$28.3K 0.07% 157
2024
Q3 		$438K Buy
3,807
+221
+6% +$25.1K 0.1% 123
2024
Q2 		$382K Buy
3,586
+580
+19% +$58.2K 0.1% 115
2024
Q1 		$291K Sell
3,006
-138
-4% -$14.1K 0.08% 143
2023
Q4 		$317K Buy
3,144
+250
+9% +$24.1K 0.1% 129
2023
Q3 		$295K Buy
2,894
+237
+9% +$24.1K 0.1% 121
2023
Q2 		$268K Buy
2,657
+228
+9% +$22.8K 0.09% 131
2023
Q1 		$223K Sell
2,429
-65
-3% -$5.68K 0.08% 143
2022
Q4 		$226K Sell
2,494
-1,274
-34% -$107K 0.09% 126
2022
Q3 		$287K Buy
3,768
+1,176
+45% +$97.5K 0.13% 103
2022
Q2 		$219K Buy
2,592
+65
+3% +$5.7K 0.09% 126
2022
Q1 		$222K Buy
+2,527
New +$219K 0.07% 135
2021
Q4 		– Sell
-3,284
Closed -$269K – 156
2021
Q3 		$269K Buy
3,284
+317
+11% +$28.5K 0.08% 120
2021
Q2 		$271K Buy
+2,967
New +$264K 0.08% 123
2021
Q1 		– Sell
-3,136
Closed -$296K – 145
2020
Q4 		$296K Sell
3,136
-1,847
-37% -$161K 0.1% 105
2020
Q3 		$434K Buy
4,983
+2,311
+86% +$200K 0.13% 101
2020
Q2 		$233K Buy
+2,672
New +$231K 0.09% 110

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

Optas LLC's NVS Position: Q2 2026 in Review

Optas LLC increased its Novartis (NVS) stake by 6.5% in Q2 2026, buying an estimated $37.3K and bringing the position to 4,098 shares worth $642K. The position accounts for 0.09% of the portfolio, ranked #138.

Optas LLC first reported a position in NVS in Q2 2020 and has held it in 23 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Optas LLC held 4,098 shares of Novartis worth $642K as of Q2 2026.
  • Optas LLC bought 249 Novartis shares in Q2 2026, an estimated $37.3K.
  • Novartis made up 0.09% of Optas LLC's portfolio in Q2 2026, its #138 holding.
  • Optas LLC first reported a position in Novartis in Q2 2020 and has held it in 23 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.