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Regatta Capital Group’s Novartis NVS Stock Holding History

Regatta Capital Group’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 		$513K Sell
3,273
-147
-4% -$22K 0.07% 140
2026
Q1 		$522K Sell
3,420
-906
-21% -$139K 0.08% 136
2025
Q4 		$596K Sell
4,326
-59
-1% -$7.73K 0.09% 128
2025
Q3 		$562K Sell
4,385
-123
-3% -$15K 0.09% 135
2025
Q2 		$545K Buy
4,508
+117
+3% +$13.2K 0.09% 131
2025
Q1 		$490K Sell
4,391
-20
-0.5% -$2.13K 0.09% 123
2024
Q4 		$429K Sell
4,411
-69
-2% -$7.36K 0.08% 127
2024
Q3 		$515K Buy
4,480
+3
+0.1% +$340 0.1% 117
2024
Q2 		$477K Sell
4,477
-119
-3% -$11.9K 0.1% 118
2024
Q1 		$445K Buy
4,596
+233
+5% +$23.9K 0.1% 125
2023
Q4 		$441K Buy
4,363
+3
+0.1% +$290 0.12% 115
2023
Q3 		$444K Sell
4,360
-7
-0.2% -$711 0.14% 104
2023
Q2 		$441K Buy
4,367
+209
+5% +$20.9K 0.14% 111
2023
Q1 		$377K Hold
4,158
– – 0.13% 125
2022
Q4 		$377K Sell
4,158
-79
-2% -$6.65K 0.13% 125
2022
Q3 		$358K Buy
4,237
+533
+14% +$44.2K 0.15% 117
2022
Q2 		$313K Sell
3,704
-1,656
-31% -$145K 0.15% 117
2022
Q1 		$470K Buy
5,360
+8
+0.1% +$693 0.16% 103
2021
Q4 		$468K Buy
+5,352
New +$444K 0.16% 108

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

Regatta Capital Group's NVS Position: Q2 2026 in Review

Regatta Capital Group reduced its Novartis (NVS) stake by 4.3% in Q2 2026, selling an estimated $22K and leaving 3,273 shares worth $513K. The position accounts for 0.07% of the portfolio, ranked #140.

Regatta Capital Group first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. The position peaked at $596K in Q4 2025. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Regatta Capital Group held 3,273 shares of Novartis worth $513K as of Q2 2026.
  • Regatta Capital Group sold 147 Novartis shares in Q2 2026, an estimated $22K.
  • Novartis made up 0.07% of Regatta Capital Group's portfolio in Q2 2026, its #140 holding.
  • Regatta Capital Group first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's Novartis position peaked at $596K in Q4 2025.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.