Rational Advisors’s Novartis NVS Stock Holding History

Rational Advisors’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	$761K	Sell	4,853 -2,741	-36%	-$411K	0.07%	105
2026 Q1	$1.16M	Buy	7,594 +408	+6%	+$62.5K	0.12%	81
2025 Q4	$991K	Buy	7,186 +3,080	+75%	+$403K	0.1%	91
2025 Q3	$527K	Buy	+4,106	New	+$501K	0.05%	102
2018 Q4	–	Sell	-15,178	Closed	-$1.17M	–	559
2018 Q3	$1.17M	Buy	+15,178	New	+$1.12M	0.28%	92
2015 Q3	$101K	Hold	1,228	–	–	0.04%	213
2015 Q2	$108K	Buy	+1,228	New	+$113K	0.03%	213
2015 Q1	–	Sell	-6,696	Closed	-$556K	–	521
2014 Q4	$556K	Buy	+6,696	New	+$555K	0.11%	176
2013 Q4	$851K	Hold	11,818	–	–	0.07%	301
2013 Q3	$812K	Hold	11,818	–	–	0.06%	343
2013 Q2	$749K	Buy	+11,818	New	+$769K	0.06%	349

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

Rational Advisors's NVS Position: Q2 2026 in Review

Rational Advisors reduced its Novartis (NVS) stake by 36% in Q2 2026, selling an estimated $411K and leaving 4,853 shares worth $761K. The position accounts for 0.07% of the portfolio, ranked #105.

Rational Advisors first reported a position in NVS in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2018. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Rational Advisors held 4,853 shares of Novartis worth $761K as of Q2 2026.
Rational Advisors sold 2,741 Novartis shares in Q2 2026, an estimated $411K.
Novartis made up 0.07% of Rational Advisors's portfolio in Q2 2026, its #105 holding.
Rational Advisors first reported a position in Novartis in Q2 2013 and has held it in 11 quarters since.
Rational Advisors's Novartis position peaked at $1.17M in Q3 2018.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.