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Rakuten Securities’s Novartis NVS Stock Holding History

Rakuten 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 		$10.2K Buy
65
+18
+38% +$2.7K ﹤0.01% 461
2026
Q1 		$7.18K Sell
47
-222
-83% -$34K ﹤0.01% 468
2025
Q4 		$37.1K Sell
269
-721
-73% -$94.4K 0.01% 271
2025
Q3 		$127K Buy
990
+984
+16,400% +$120K 0.05% 170
2025
Q2 		$726 Sell
6
-10
-63% -$1.13K ﹤0.01% 693
2025
Q1 		$1.78K Buy
16
+1
+7% +$106 ﹤0.01% 608
2024
Q4 		$1.46K Buy
15
+10
+200% +$1.07K ﹤0.01% 592
2024
Q3 		$575 Sell
5
-85
-94% -$9.64K ﹤0.01% 627
2024
Q2 		$9.58K Sell
90
-11
-11% -$1.1K ﹤0.01% 336
2024
Q1 		$9.77K Buy
101
+83
+461% +$8.51K ﹤0.01% 331
2023
Q4 		$1.82K Buy
+18
New +$1.74K ﹤0.01% 431

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

Rakuten Securities's NVS Position: Q2 2026 in Review

Rakuten Securities increased its Novartis (NVS) stake by 38% in Q2 2026, buying an estimated $2.7K and bringing the position to 65 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Rakuten Securities first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $127K in Q3 2025. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Rakuten Securities held 65 shares of Novartis worth $10.2K as of Q2 2026.
  • Rakuten Securities bought 18 Novartis shares in Q2 2026, an estimated $2.7K.
  • Novartis made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #461 holding.
  • Rakuten Securities first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's Novartis position peaked at $127K in Q3 2025.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.