Palladiem’s Novartis NVS Stock Holding History

Palladiem’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	$313K	Sell	1,996 -185	-8%	-$27.7K	0.3%	43
2026 Q1	$338K	Buy	2,181 +11	+0.5%	+$1.69K	0.32%	35
2025 Q4	$301K	Buy	+2,170	New	+$284K	0.29%	38
2023 Q3	$276K	Buy	2,708 +185	+7%	+$18.8K	0.3%	40
2023 Q2	$255K	Hold	2,523	–	–	0.26%	47
2023 Q1	$232K	Hold	2,523	–	–	0.25%	45
2022 Q4	$229K	Buy	+2,523	New	+$213K	0.24%	47
2022 Q3	–	Sell	-2,553	Closed	-$216K	–	57
2022 Q2	$216K	Sell	2,553 -240	-9%	-$21.1K	0.21%	46
2022 Q1	$245K	Hold	2,793	–	–	0.22%	43
2021 Q4	$244K	Hold	2,793	–	–	0.2%	53
2021 Q3	$228K	Hold	2,793	–	–	0.18%	47
2021 Q2	$255K	Hold	2,793	–	–	0.21%	54
2021 Q1	$239K	Sell	2,793 -4	-0.1%	-$359	0.21%	48
2020 Q4	$264K	Buy	+2,797	New	+$244K	0.25%	47
2015 Q3	$9K	Hold	112	–	–	0.01%	98
2015 Q2	$10K	Hold	112	–	–	0.01%	149
2015 Q1	$10K	Hold	112	–	–	0.01%	123
2014 Q4	$9K	Buy	+112	New	+$9.28K	0.01%	137

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

Palladiem's NVS Position: Q2 2026 in Review

Palladiem reduced its Novartis (NVS) stake by 8.5% in Q2 2026, selling an estimated $27.7K and leaving 1,996 shares worth $313K. The position accounts for 0.3% of the portfolio, ranked #43.

Palladiem first reported a position in NVS in Q4 2014 and has held it in 18 quarters since. The position peaked at $338K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Palladiem held 1,996 shares of Novartis worth $313K as of Q2 2026.
Palladiem sold 185 Novartis shares in Q2 2026, an estimated $27.7K.
Novartis made up 0.3% of Palladiem's portfolio in Q2 2026, its #43 holding.
Palladiem first reported a position in Novartis in Q4 2014 and has held it in 18 quarters since.
Palladiem's Novartis position peaked at $338K in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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