Raymond James Financial
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Raymond James Financial’s Novartis NVS Stock Holding History

Raymond James Financial’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 		$282M Sell
1,801,337
-130,536
-7% -$19.6M 0.08% 224
2026
Q1 		$295M Buy
1,931,873
+86,268
+5% +$13.2M 0.09% 200
2025
Q4 		$254M Buy
1,845,605
+197,431
+12% +$25.9M 0.08% 220
2025
Q3 		$211M Buy
1,648,174
+720,860
+78% +$88M 0.07% 256
2025
Q2 		$112M Buy
927,314
+30,950
+3% +$3.49M 0.04% 441
2025
Q1 		$99.9M Sell
896,364
-11,448
-1% -$1.22M 0.04% 432
2024
Q4 		$88.3M Buy
+907,812
New +$96.8M 0.03% 484

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

Raymond James Financial's NVS Position: Q2 2026 in Review

Raymond James Financial reduced its Novartis (NVS) stake by 6.8% in Q2 2026, selling an estimated $19.6M and leaving 1,801,337 shares worth $282M. The position accounts for 0.08% of the portfolio, ranked #224.

Raymond James Financial first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $295M in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Raymond James Financial held 1,801,337 shares of Novartis worth $282M as of Q2 2026.
  • Raymond James Financial sold 130,536 Novartis shares in Q2 2026, an estimated $19.6M.
  • Novartis made up 0.08% of Raymond James Financial's portfolio in Q2 2026, its #224 holding.
  • Raymond James Financial first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Novartis position peaked at $295M in Q1 2026.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.