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Robertson Stephens Wealth Management’s Novartis NVS Stock Holding History

Robertson Stephens Wealth Management’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 		$464K Sell
2,962
-26
-0.9% -$3.9K 0.01% 454
2026
Q1 		$456K Buy
+2,988
New +$458K 0.01% 434
2025
Q2 		– Sell
-3,134
Closed -$349K – 580
2025
Q1 		$349K Sell
3,134
-392
-11% -$41.7K 0.01% 425
2024
Q4 		$343K Buy
3,526
+210
+6% +$22.4K 0.01% 436
2024
Q3 		$381K Sell
3,316
-140
-4% -$15.9K 0.01% 476
2024
Q2 		$368K Buy
3,456
+47
+1% +$4.72K 0.02% 381
2024
Q1 		$342K Sell
3,409
-170
-5% -$17.4K 0.02% 404
2023
Q4 		$361K Hold
3,579
– – 0.02% 352
2023
Q3 		$365K Hold
3,579
– – 0.02% 355
2023
Q2 		$361K Hold
3,579
– – 0.03% 327
2023
Q1 		$329K Sell
3,579
-130
-4% -$11.4K 0.03% 350
2022
Q4 		$336K Hold
3,709
– – 0.03% 315
2022
Q3 		$281K Sell
3,709
-173
-4% -$14.3K 0.03% 288
2022
Q2 		$328K Sell
3,882
-305
-7% -$26.8K 0.03% 286
2022
Q1 		$367K Sell
4,187
-251
-6% -$21.7K 0.03% 283
2021
Q4 		$388K Sell
4,438
-115
-3% -$9.55K 0.03% 291
2021
Q3 		$372K Sell
4,553
-222
-5% -$20K 0.04% 230
2021
Q2 		$435K Buy
4,775
+239
+5% +$21.3K 0.05% 220
2021
Q1 		$387K Buy
+4,536
New +$407K 0.06% 203

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

Robertson Stephens Wealth Management's NVS Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Novartis (NVS) stake by 0.87% in Q2 2026, selling an estimated $3.9K and leaving 2,962 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #454.

Robertson Stephens Wealth Management first reported a position in NVS in Q1 2021 and has held it in 19 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,962 shares of Novartis worth $464K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 26 Novartis shares in Q2 2026, an estimated $3.9K.
  • Novartis made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Robertson Stephens Wealth Management first reported a position in Novartis in Q1 2021 and has held it in 19 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.