PDL
NVS icon

Portfolio Design Labs’s Novartis NVS Stock Holding History

Portfolio Design Labs’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 		$240K Hold
1,531
– – 0.04% 212
2026
Q1 		$234K Hold
1,531
– – 0.04% 201
2025
Q4 		$211K Buy
+1,531
New +$200K 0.03% 195
2025
Q3 		– Sell
-2,502
Closed -$303K – 222
2025
Q2 		$303K Sell
2,502
-637
-20% -$71.8K 0.06% 126
2025
Q1 		$350K Buy
3,139
+297
+10% +$31.6K 0.07% 140
2024
Q4 		$277K Buy
+2,842
New +$303K 0.06% 159

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

Portfolio Design Labs's NVS Position: Q2 2026 in Review

Portfolio Design Labs held its Novartis (NVS) position steady in Q2 2026 at 1,531 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #212.

Portfolio Design Labs first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $350K in Q1 2025. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Portfolio Design Labs held 1,531 shares of Novartis worth $240K as of Q2 2026.
  • Portfolio Design Labs left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.04% of Portfolio Design Labs's portfolio in Q2 2026, its #212 holding.
  • Portfolio Design Labs first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • Portfolio Design Labs's Novartis position peaked at $350K in Q1 2025.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.