RhumbLine Advisers’s Novartis NVS Stock Holding History

RhumbLine Advisers’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	$5.63M	Sell	35,943 -163	-0.5%	-$24.4K	﹤0.01%	1413
2026 Q1	$5.52M	Sell	36,106 -34	-0.1%	-$5.21K	﹤0.01%	1357
2025 Q4	$4.98M	Sell	36,140 -1,024	-3%	-$134K	﹤0.01%	1406
2025 Q3	$4.77M	Sell	37,164 -1,789	-5%	-$218K	﹤0.01%	1464
2025 Q2	$4.71M	Buy	38,953 +353	+0.9%	+$39.8K	﹤0.01%	1442
2025 Q1	$4.3M	Buy	38,600 +3,846	+11%	+$409K	﹤0.01%	1436
2024 Q4	$3.38M	Sell	34,754 -5,636	-14%	-$601K	﹤0.01%	1618
2024 Q3	$4.65M	Buy	40,390 +2,580	+7%	+$293K	﹤0.01%	1469
2024 Q2	$4.03M	Buy	37,810 +499	+1%	+$50.1K	﹤0.01%	1511
2024 Q1	$3.61M	Buy	37,311 +2,730	+8%	+$280K	﹤0.01%	1595
2023 Q4	$3.49M	Buy	34,581 +398	+1%	+$38.4K	﹤0.01%	1621
2023 Q3	$3.48M	Buy	34,183 +4,897	+17%	+$497K	﹤0.01%	1555
2023 Q2	$2.96M	Buy	+29,286	New	+$2.93M	﹤0.01%	1693
2021 Q1	–	Sell	-3,600	Closed	-$340K	–	3018
2020 Q4	$340K	Buy	+3,600	New	+$315K	﹤0.01%	2616
2016 Q3	–	Sell	-33,338	Closed	-$2.46M	–	2917
2016 Q2	$2.46M	Hold	33,338	–	–	0.01%	1204
2016 Q1	$2.16M	Buy	33,338 +893	+3%	+$60.8K	0.01%	1327
2015 Q4	$2.5M	Buy	32,445 +1,785	+6%	+$142K	0.01%	1207
2015 Q3	$2.52M	Hold	30,660	–	–	0.01%	1187
2015 Q2	$2.7M	Sell	30,660 -12,264	-29%	-$1.13M	0.01%	1216
2015 Q1	$3.79M	Sell	42,924 -1,950	-4%	-$173K	0.01%	994
2014 Q4	$3.73M	Buy	44,874 +2,695	+6%	+$223K	0.01%	956
2014 Q3	$3.56M	Hold	42,179	–	–	0.01%	945
2014 Q2	$3.42M	Sell	42,179 -335	-0.8%	-$26.3K	0.01%	1020
2014 Q1	$3.24M	Buy	42,514 +893	+2%	+$65.1K	0.01%	1053
2013 Q4	$3M	Buy	41,621 +20,562	+98%	+$1.43M	0.01%	1115
2013 Q3	$1.45M	Buy	21,059 +7,366	+54%	+$487K	﹤0.01%	1534
2013 Q2	$868K	Buy	+13,693	New	+$891K	﹤0.01%	1863

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

RhumbLine Advisers's NVS Position: Q2 2026 in Review

RhumbLine Advisers reduced its Novartis (NVS) stake by 0.45% in Q2 2026, selling an estimated $24.4K and leaving 35,943 shares worth $5.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

RhumbLine Advisers first reported a position in NVS in Q2 2013 and has held it in 27 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

RhumbLine Advisers held 35,943 shares of Novartis worth $5.63M as of Q2 2026.
RhumbLine Advisers sold 163 Novartis shares in Q2 2026, an estimated $24.4K.
Novartis made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #1413 holding.
RhumbLine Advisers first reported a position in Novartis in Q2 2013 and has held it in 27 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.