Rexford Capital’s Novartis NVS Stock Holding History

Rexford Capital’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	$793K	Buy	5,059 +57	+1%	+$8.54K	0.49%	60
2026 Q1	$764K	Buy	5,002 +8	+0.2%	+$1.23K	0.55%	55
2025 Q4	$689K	Hold	4,994	–	–	0.52%	56
2025 Q3	$640K	Buy	4,994 +68	+1%	+$8.3K	0.5%	62
2025 Q2	$596K	Buy	+4,926	New	+$555K	0.49%	63

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

Rexford Capital's NVS Position: Q2 2026 in Review

Rexford Capital increased its Novartis (NVS) stake by 1.1% in Q2 2026, buying an estimated $8.54K and bringing the position to 5,059 shares worth $793K. The position accounts for 0.49% of the portfolio, ranked #60.

Rexford Capital first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Rexford Capital held 5,059 shares of Novartis worth $793K as of Q2 2026.
Rexford Capital bought 57 Novartis shares in Q2 2026, an estimated $8.54K.
Novartis made up 0.49% of Rexford Capital's portfolio in Q2 2026, its #60 holding.
Rexford Capital first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Rexford Capital's 13F filing for Q2 2026, filed 29 Jul 2026.