P.J. Schmidt Investment Management (PJS)’s Novartis NVS Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$360K	Hold	2,300	–	–	0.06%	164
2026 Q1	$351K	Hold	2,300	–	–	0.06%	156
2025 Q4	$317K	Hold	2,300	–	–	0.05%	167
2025 Q3	$295K	Hold	2,300	–	–	0.05%	169
2025 Q2	$278K	Hold	2,300	–	–	0.05%	167
2025 Q1	$256K	Hold	2,300	–	–	0.05%	163
2024 Q4	$224K	Hold	2,300	–	–	0.04%	174
2024 Q3	$265K	Hold	2,300	–	–	0.05%	164
2024 Q2	$245K	Hold	2,300	–	–	0.04%	163
2024 Q1	$222K	Hold	2,300	–	–	0.04%	168
2023 Q4	$246K	Hold	2,300	–	–	0.05%	159
2023 Q3	$218K	Hold	2,300	–	–	0.05%	160
2023 Q2	$241K	Hold	2,300	–	–	0.05%	155
2023 Q1	$236K	Hold	2,300	–	–	0.05%	156
2022 Q4	$209K	Buy	+2,300	New	+$194K	0.05%	164
2016 Q4	–	Sell	-19,675	Closed	-$1.39M	–	128
2016 Q3	$1.39M	Sell	19,675 -4,453	-18%	-$324K	0.52%	62
2016 Q2	$1.78M	Buy	24,128 +268	+1%	+$18.5K	0.66%	52
2016 Q1	$1.55M	Buy	23,860 +5,479	+30%	+$373K	0.61%	54
2015 Q4	$1.42M	Buy	18,381 +670	+4%	+$53.2K	0.57%	58
2015 Q3	$1.46M	Buy	17,711 +56	+0.3%	+$4.98K	0.64%	51
2015 Q2	$1.56M	Buy	17,655 +251	+1%	+$23K	0.61%	50
2015 Q1	$1.54M	Sell	17,404 -642	-4%	-$56.9K	0.6%	50
2014 Q4	$1.5M	Buy	18,046 +90	+0.5%	+$7.46K	0.59%	51
2014 Q3	$1.51M	Buy	17,956 +573	+3%	+$46.4K	0.62%	53
2014 Q2	$1.41M	Buy	17,383 +36	+0.2%	+$2.83K	0.55%	52
2014 Q1	$1.32M	Sell	17,347 -223	-1%	-$16.3K	0.52%	53
2013 Q4	$1.27M	Buy	17,570 +926	+6%	+$64.4K	0.54%	55
2013 Q3	$1.14M	Sell	16,644 -28	-0.2%	-$1.85K	0.52%	59
2013 Q2	$1.06M	Buy	+16,672	New	+$1.08M	0.51%	59

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s NVS Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its Novartis (NVS) position steady in Q2 2026 at 2,300 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #164.

P.J. Schmidt Investment Management (PJS) first reported a position in NVS in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.78M in Q2 2016. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 2,300 shares of Novartis worth $360K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.06% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #164 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Novartis in Q2 2013 and has held it in 29 quarters since.
P.J. Schmidt Investment Management (PJS)'s Novartis position peaked at $1.78M in Q2 2016.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.