Paladin Partners’s Novartis NVS Stock Holding History

Paladin Partners’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	$4.86K	Hold	31	–	–	﹤0.01%	159
2026 Q1	$4.74K	Hold	31	–	–	﹤0.01%	158
2025 Q4	$4.27K	Buy	+31	New	+$4.06K	﹤0.01%	162

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

Paladin Partners's NVS Position: Q2 2026 in Review

Paladin Partners held its Novartis (NVS) position steady in Q2 2026 at 31 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Paladin Partners first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Paladin Partners held 31 shares of Novartis worth $4.86K as of Q2 2026.
Paladin Partners left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Paladin Partners's portfolio in Q2 2026, its #159 holding.
Paladin Partners first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Paladin Partners's 13F filing for Q2 2026, filed 7 Aug 2026.