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Permanens Capital’s Novartis NVS Stock Holding History

Permanens Capital’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 		$333K Buy
+2,125
New +$319K 0.03% 81
2020
Q1 		– Sell
-177
Closed -$17K – 132
2019
Q4 		$17K Buy
+177
New +$15.9K ﹤0.01% 101

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

Permanens Capital's NVS Position: Q2 2026 in Review

Permanens Capital opened a new position in Novartis (NVS) in Q2 2026: 2,125 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #81 among its holdings. This is a return to the name: Permanens Capital previously reported a position in NVS as recently as Q4 2019.

Permanens Capital first reported a position in NVS in Q4 2019 and has held it in 2 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Permanens Capital held 2,125 shares of Novartis worth $333K as of Q2 2026.
  • Novartis was a new Permanens Capital position in Q2 2026.
  • Novartis made up 0.03% of Permanens Capital's portfolio in Q2 2026, its #81 holding.
  • Permanens Capital first reported a position in Novartis in Q4 2019 and has held it in 2 quarters since.
  • 1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.