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Oxbow Advisors’s Novartis NVS Stock Holding History

Oxbow 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 		$4.46M Sell
28,452
-93
-0.3% -$13.9K 0.36% 79
2026
Q1 		$4.36M Buy
28,545
+37
+0.1% +$5.67K 0.37% 72
2025
Q4 		$3.93M Sell
28,508
-332
-1% -$43.5K 0.35% 78
2025
Q3 		$3.7M Buy
28,840
+221
+0.8% +$27K 0.34% 76
2025
Q2 		$3.46M Buy
28,619
+963
+3% +$109K 0.38% 69
2025
Q1 		$3.08M Buy
27,656
+774
+3% +$82.4K 0.33% 68
2024
Q4 		$2.62M Buy
26,882
+1,480
+6% +$158K 0.31% 77
2024
Q3 		$2.92M Sell
25,402
-145
-0.6% -$16.5K 0.29% 66
2024
Q2 		$2.72M Buy
+25,547
New +$2.56M 0.32% 61
2022
Q1 		– Sell
-101,241
Closed -$8.86M – 280
2021
Q4 		$8.86M Sell
101,241
-1,479
-1% -$123K 0.85% 46
2021
Q3 		$8.4M Buy
102,720
+4,011
+4% +$361K 0.85% 44
2021
Q2 		$9.01M Buy
98,709
+3,570
+4% +$318K 0.94% 37
2021
Q1 		$8.13M Sell
95,139
-1,819
-2% -$163K 0.99% 36
2020
Q4 		$9.16M Sell
96,958
-1,285
-1% -$112K 1.17% 30
2020
Q3 		$8.54M Sell
98,243
-897
-0.9% -$77.7K 1.08% 29
2020
Q2 		$8.66M Buy
+99,140
New +$8.56M 1.26% 24

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

Oxbow Advisors's NVS Position: Q2 2026 in Review

Oxbow Advisors reduced its Novartis (NVS) stake by 0.33% in Q2 2026, selling an estimated $13.9K and leaving 28,452 shares worth $4.46M. The position accounts for 0.36% of the portfolio, ranked #79.

Oxbow Advisors first reported a position in NVS in Q2 2020 and has held it in 16 quarters since. The position peaked at $9.16M in Q4 2020. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Oxbow Advisors held 28,452 shares of Novartis worth $4.46M as of Q2 2026.
  • Oxbow Advisors sold 93 Novartis shares in Q2 2026, an estimated $13.9K.
  • Novartis made up 0.36% of Oxbow Advisors's portfolio in Q2 2026, its #79 holding.
  • Oxbow Advisors first reported a position in Novartis in Q2 2020 and has held it in 16 quarters since.
  • Oxbow Advisors's Novartis position peaked at $9.16M in Q4 2020.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.