Pallas Capital Advisors’s Novartis NVS Stock Holding History

Pallas Capital 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	$284K	Buy	1,811 +327	+22%	+$49K	0.01%	756
2026 Q1	$227K	Sell	1,484 -317	-18%	-$48.6K	0.01%	727
2025 Q4	$248K	Buy	1,801 +18	+1%	+$2.36K	0.01%	751
2025 Q3	$229K	Hold	1,783	–	–	0.01%	746
2025 Q2	$216K	Buy	+1,783	New	+$201K	0.01%	749
2024 Q1	–	Sell	-5,596	Closed	-$565K	–	447
2023 Q4	$565K	Buy	+5,596	New	+$540K	0.03%	254
2023 Q2	–	Sell	-2,249	Closed	-$226K	–	290
2023 Q1	$226K	Sell	2,249 -992	-31%	-$86.6K	0.02%	251
2022 Q4	$298K	Buy	3,241 +176	+6%	+$14.8K	0.03%	224
2022 Q3	$246K	Buy	3,065 +10	+0.3%	+$829	0.03%	222
2022 Q2	$262K	Sell	3,055 -219	-7%	-$19.2K	0.04%	197
2022 Q1	$303K	Sell	3,274 -1,424	-30%	-$123K	0.04%	198
2021 Q4	$409K	Sell	4,698 -2,030	-30%	-$169K	0.05%	214
2021 Q3	$562K	Buy	6,728 +1,759	+35%	+$158K	0.06%	215
2021 Q2	$455K	Buy	4,969 +650	+15%	+$57.9K	0.06%	199
2021 Q1	$380K	Buy	+4,319	New	+$388K	0.08%	141

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

Pallas Capital Advisors's NVS Position: Q2 2026 in Review

Pallas Capital Advisors increased its Novartis (NVS) stake by 22% in Q2 2026, buying an estimated $49K and bringing the position to 1,811 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #756.

Pallas Capital Advisors first reported a position in NVS in Q1 2021 and has held it in 15 quarters since. The position peaked at $565K in Q4 2023. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Pallas Capital Advisors held 1,811 shares of Novartis worth $284K as of Q2 2026.
Pallas Capital Advisors bought 327 Novartis shares in Q2 2026, an estimated $49K.
Novartis made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #756 holding.
Pallas Capital Advisors first reported a position in Novartis in Q1 2021 and has held it in 15 quarters since.
Pallas Capital Advisors's Novartis position peaked at $565K in Q4 2023.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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