Paradigm Asset Management’s Novartis NVS Stock Holding History

Paradigm Asset Management’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	$282K	Buy	1,800 +172	+11%	+$25.8K	0.06%	241
2026 Q1	$249K	Sell	1,628 -600	-27%	-$92K	0.06%	260
2025 Q4	$307K	Hold	2,228	–	–	0.07%	246
2025 Q3	$286K	Hold	2,228	–	–	0.07%	244
2025 Q2	$270K	Hold	2,228	–	–	0.07%	249
2025 Q1	$248K	Hold	2,228	–	–	0.07%	246
2024 Q4	$217K	Sell	2,228 -100	-4%	-$10.7K	0.06%	255
2024 Q3	$268K	Sell	2,328 -100	-4%	-$11.3K	0.07%	249
2024 Q2	$258K	Hold	2,428	–	–	0.07%	242
2024 Q1	$235K	Hold	2,428	–	–	0.06%	274
2023 Q4	$245K	Hold	2,428	–	–	0.06%	282
2023 Q3	$247K	Sell	2,428 -400	-14%	-$40.6K	0.07%	276
2023 Q2	$285K	Sell	2,828 -1,285	-31%	-$129K	0.08%	262
2023 Q1	$378K	Sell	4,113 -100	-2%	-$8.73K	0.1%	239
2022 Q4	$382K	Hold	4,213	–	–	0.11%	249
2022 Q3	$320K	Buy	4,213 +1,200	+40%	+$99.5K	0.11%	244
2022 Q2	$255K	Hold	3,013	–	–	0.08%	277
2022 Q1	$264K	Hold	3,013	–	–	0.07%	274
2021 Q4	$264K	Buy	+3,013	New	+$250K	0.07%	280

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

Paradigm Asset Management's NVS Position: Q2 2026 in Review

Paradigm Asset Management increased its Novartis (NVS) stake by 11% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,800 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #241.

Paradigm Asset Management first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. The position peaked at $382K in Q4 2022. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Paradigm Asset Management held 1,800 shares of Novartis worth $282K as of Q2 2026.
Paradigm Asset Management bought 172 Novartis shares in Q2 2026, an estimated $25.8K.
Novartis made up 0.06% of Paradigm Asset Management's portfolio in Q2 2026, its #241 holding.
Paradigm Asset Management first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
Paradigm Asset Management's Novartis position peaked at $382K in Q4 2022.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Paradigm Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.