QRG Capital Management’s Novartis NVS Stock Holding History

QRG Capital Management’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	$25.8M	Buy	164,478 +13,634	+9%	+$2.04M	0.21%	79
2026 Q1	$23M	Buy	150,844 +17,731	+13%	+$2.72M	0.24%	85
2025 Q4	$18.4M	Buy	133,113 +7,579	+6%	+$993K	0.2%	92
2025 Q3	$16.1M	Sell	125,534 -66,101	-34%	-$8.07M	0.2%	102
2025 Q2	$23.2M	Buy	191,635 +5,767	+3%	+$650K	0.2%	115
2025 Q1	$20.7M	Sell	185,868 -1,914	-1%	-$204K	0.22%	102
2024 Q4	$18.3M	Buy	187,782 +10,519	+6%	+$1.12M	0.19%	114
2024 Q3	$20.4M	Sell	177,263 -360	-0.2%	-$40.8K	0.22%	102
2024 Q2	$18.9M	Buy	177,623 +9,091	+5%	+$913K	0.22%	101
2024 Q1	$16.3M	Buy	168,532 +28,620	+20%	+$2.93M	0.21%	111
2023 Q4	$14.1M	Buy	139,912 +10,371	+8%	+$1M	0.21%	111
2023 Q3	$13.2M	Buy	+129,541	New	+$13.1M	0.23%	104

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

QRG Capital Management's NVS Position: Q2 2026 in Review

QRG Capital Management increased its Novartis (NVS) stake by 9% in Q2 2026, buying an estimated $2.04M and bringing the position to 164,478 shares worth $25.8M. The position accounts for 0.21% of the portfolio, ranked #79.

QRG Capital Management first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

QRG Capital Management held 164,478 shares of Novartis worth $25.8M as of Q2 2026.
QRG Capital Management bought 13,634 Novartis shares in Q2 2026, an estimated $2.04M.
Novartis made up 0.21% of QRG Capital Management's portfolio in Q2 2026, its #79 holding.
QRG Capital Management first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.