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Principal Securities’s Novartis NVS Stock Holding History

Principal Securities’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 		$4.35M Sell
27,727
-3,737
-12% -$560K 0.05% 321
2026
Q1 		$4.81M Sell
31,464
-2,904
-8% -$445K 0.07% 270
2025
Q4 		$4.74M Sell
34,368
-1,403
-4% -$184K 0.07% 255
2025
Q3 		$4.59M Sell
35,771
-913
-2% -$111K 0.08% 248
2025
Q2 		$4.44M Buy
36,684
+7,814
+27% +$881K 0.08% 239
2025
Q1 		$2.81M Buy
28,870
+113
+0.4% +$12K 0.06% 279
2024
Q4 		$2.8M Buy
28,757
+2,613
+10% +$279K 0.06% 279
2024
Q3 		$3.01M Buy
26,144
+4,153
+19% +$471K 0.07% 251
2024
Q2 		$2.34M Buy
21,991
+5,630
+34% +$565K 0.06% 272
2024
Q1 		$1.58M Sell
16,361
-3,788
-19% -$388K 0.05% 331
2023
Q4 		$2.03M Buy
+20,149
New +$1.94M 0.08% 246

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

Principal Securities's NVS Position: Q2 2026 in Review

Principal Securities reduced its Novartis (NVS) stake by 12% in Q2 2026, selling an estimated $560K and leaving 27,727 shares worth $4.35M. The position accounts for 0.05% of the portfolio, ranked #321.

Principal Securities first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.81M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Principal Securities held 27,727 shares of Novartis worth $4.35M as of Q2 2026.
  • Principal Securities sold 3,737 Novartis shares in Q2 2026, an estimated $560K.
  • Novartis made up 0.05% of Principal Securities's portfolio in Q2 2026, its #321 holding.
  • Principal Securities first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Novartis position peaked at $4.81M in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.