Promethos Capital’s Novartis NVS Stock Holding History

Promethos 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	$36.6M	Buy	233,303 +30,210	+15%	+$4.53M	9.94%	2
2026 Q1	$31M	Sell	203,093 -21,711	-10%	-$3.33M	8.34%	2
2025 Q4	$28.6M	Buy	224,804 +17,624	+9%	+$2.31M	7.78%	2
2025 Q3	$26.5M	Buy	207,180 +9,595	+5%	+$1.17M	7.12%	3
2025 Q2	$23.9M	Buy	197,585 +9,940	+5%	+$1.12M	8.07%	3
2025 Q1	$20.9M	Buy	187,645 +31,557	+20%	+$3.36M	7.69%	2
2024 Q4	$15.2M	Buy	156,088 +15,012	+11%	+$1.6M	5.36%	3
2024 Q3	$16.2M	Hold	141,076	–	–	5.78%	3
2024 Q2	$15M	Buy	141,076 +28,991	+26%	+$2.91M	5.68%	3
2024 Q1	$10.8M	Buy	+112,085	New	+$11.5M	6.36%	3

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

Promethos Capital's NVS Position: Q2 2026 in Review

Promethos Capital increased its Novartis (NVS) stake by 15% in Q2 2026, buying an estimated $4.53M and bringing the position to 233,303 shares worth $36.6M. The position accounts for 9.94% of the portfolio, ranked #2.

Promethos Capital first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Promethos Capital held 233,303 shares of Novartis worth $36.6M as of Q2 2026.
Promethos Capital bought 30,210 Novartis shares in Q2 2026, an estimated $4.53M.
Novartis made up 9.94% of Promethos Capital's portfolio in Q2 2026, its #2 holding.
Promethos Capital first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Promethos Capital's 13F filing for Q2 2026, filed 12 Aug 2026.