QI
NVS icon

Qtron Investments’s Novartis NVS Stock Holding History

Qtron Investments’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 		$614K Sell
3,917
-5,785
-60% -$867K 0.08% 285
2026
Q1 		$1.48M Buy
9,702
+5
+0.1% +$766 0.2% 107
2025
Q4 		$1.34M Sell
9,697
-1,872
-16% -$245K 0.17% 121
2025
Q3 		$1.48M Sell
11,569
-190
-2% -$23.2K 0.18% 127
2025
Q2 		$1.42M Hold
11,759
– – 0.18% 130
2025
Q1 		$1.31M Buy
11,759
+1,114
+10% +$119K 0.2% 127
2024
Q4 		$1.04M Sell
10,645
-940
-8% -$100K 0.15% 167
2024
Q3 		$1.33M Buy
11,585
+876
+8% +$99.4K 0.18% 129
2024
Q2 		$1.14M Sell
10,709
-1,935
-15% -$194K 0.16% 141
2024
Q1 		$1.22M Buy
12,644
+889
+8% +$91.1K 0.17% 140
2023
Q4 		$1.19M Hold
11,755
– – 0.19% 116
2023
Q3 		$1.2M Hold
11,755
– – 0.23% 98
2023
Q2 		$1.19M Buy
11,755
+6,454
+122% +$646K 0.23% 107
2023
Q1 		$488K Hold
5,301
– – 0.1% 275
2022
Q4 		$481K Buy
5,301
+889
+20% +$74.9K 0.1% 267
2022
Q3 		$335K Sell
4,412
-1,912
-30% -$158K 0.08% 315
2022
Q2 		$535K Buy
6,324
+2,129
+51% +$187K 0.12% 239
2022
Q1 		$368K Hold
4,195
– – 0.08% 270
2021
Q4 		$367K Sell
4,195
-2,158
-34% -$179K 0.08% 267
2021
Q3 		$520K Buy
6,353
+2,051
+48% +$185K 0.14% 210
2021
Q2 		$393K Sell
4,302
-4,186
-49% -$373K 0.1% 246
2021
Q1 		$726K Buy
8,488
+2,981
+54% +$268K 0.2% 129
2020
Q4 		$520K Buy
5,507
+168
+3% +$14.7K 0.14% 182
2020
Q3 		$464K Sell
5,339
-634
-11% -$54.9K 0.16% 152
2020
Q2 		$522K Sell
5,973
-2,015
-25% -$174K 0.21% 130
2020
Q1 		$659K Buy
7,988
+2,200
+38% +$196K 0.4% 75
2019
Q4 		$548K Hold
5,788
– – 0.32% 108
2019
Q3 		$503K Hold
5,788
– – 0.31% 113
2019
Q2 		$529K Buy
+5,788
New +$490K 0.33% 103

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

Qtron Investments's NVS Position: Q2 2026 in Review

Qtron Investments reduced its Novartis (NVS) stake by 60% in Q2 2026, selling an estimated $867K and leaving 3,917 shares worth $614K. The position accounts for 0.08% of the portfolio, ranked #285.

Qtron Investments first reported a position in NVS in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.48M in Q3 2025. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Qtron Investments held 3,917 shares of Novartis worth $614K as of Q2 2026.
  • Qtron Investments sold 5,785 Novartis shares in Q2 2026, an estimated $867K.
  • Novartis made up 0.08% of Qtron Investments's portfolio in Q2 2026, its #285 holding.
  • Qtron Investments first reported a position in Novartis in Q2 2019 and has held it in 29 quarters since.
  • Qtron Investments's Novartis position peaked at $1.48M in Q3 2025.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Qtron Investments's 13F filing for Q2 2026, filed 13 Aug 2026.