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&Partners’s Novartis NVS Stock Holding History

&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 		$23.1M Buy
147,424
+4,600
+3% +$690K 0.09% 200
2026
Q1 		$21.8M Buy
142,824
+9,557
+7% +$1.46M 0.11% 174
2025
Q4 		$18.4M Buy
133,267
+16,550
+14% +$2.17M 0.1% 189
2025
Q3 		$15.1M Buy
116,717
+10,081
+9% +$1.23M 0.1% 199
2025
Q2 		$12.9M Buy
106,636
+9,588
+10% +$1.08M 0.1% 198
2025
Q1 		$11M Buy
97,048
+5,968
+7% +$635K 0.12% 172
2024
Q4 		$8.89M Buy
91,080
+61,887
+212% +$6.6M 0.11% 190
2024
Q3 		$3.36M Buy
29,193
+11,833
+68% +$1.34M 0.06% 266
2024
Q2 		$1.85M Buy
17,360
+6,438
+59% +$646K 0.08% 223
2024
Q1 		$1.06M Buy
10,922
+4,943
+83% +$507K 0.15% 147
2023
Q4 		$615K Buy
+5,979
New +$577K 0.15% 139

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

&Partners's NVS Position: Q2 2026 in Review

&Partners increased its Novartis (NVS) stake by 3.2% in Q2 2026, buying an estimated $690K and bringing the position to 147,424 shares worth $23.1M. The position accounts for 0.09% of the portfolio, ranked #200.

&Partners first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • &Partners held 147,424 shares of Novartis worth $23.1M as of Q2 2026.
  • &Partners bought 4,600 Novartis shares in Q2 2026, an estimated $690K.
  • Novartis made up 0.09% of &Partners's portfolio in Q2 2026, its #200 holding.
  • &Partners first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.