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Romano Brothers & Co’s Novartis NVS Stock Holding History

Romano Brothers & Co’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 		$1.07M Sell
6,797
-50
-0.7% -$7.5K 0.11% 169
2026
Q1 		$1.05M Buy
6,847
+4
+0.1% +$613 0.12% 162
2025
Q4 		$943K Sell
6,843
-200
-3% -$26.2K 0.11% 172
2025
Q3 		$903K Hold
7,043
– – 0.1% 174
2025
Q2 		$852K Buy
7,043
+6
+0.1% +$676 0.11% 177
2025
Q1 		$784K Sell
7,037
-275
-4% -$29.3K 0.1% 180
2024
Q4 		$712K Hold
7,312
– – 0.09% 184
2024
Q3 		$841K Sell
7,312
-50
-0.7% -$5.67K 0.1% 175
2024
Q2 		$784K Buy
7,362
+6
+0.1% +$602 0.11% 170
2024
Q1 		$712K Hold
7,356
– – 0.1% 179
2023
Q4 		$743K Sell
7,356
-225
-3% -$21.7K 0.11% 166
2023
Q3 		$772K Sell
7,581
-50
-0.7% -$5.08K 0.12% 160
2023
Q2 		$770K Buy
7,631
+1
+0% +$100 0.11% 164
2023
Q1 		$702K Sell
7,630
-170
-2% -$14.8K 0.11% 173
2022
Q4 		$708K Hold
7,800
– – 0.11% 168
2022
Q3 		$593K Buy
+7,800
New +$647K 0.1% 178

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

Romano Brothers & Co's NVS Position: Q2 2026 in Review

Romano Brothers & Co reduced its Novartis (NVS) stake by 0.73% in Q2 2026, selling an estimated $7.5K and leaving 6,797 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #169.

Romano Brothers & Co first reported a position in NVS in Q3 2022 and has held it in 16 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Romano Brothers & Co held 6,797 shares of Novartis worth $1.07M as of Q2 2026.
  • Romano Brothers & Co sold 50 Novartis shares in Q2 2026, an estimated $7.5K.
  • Novartis made up 0.11% of Romano Brothers & Co's portfolio in Q2 2026, its #169 holding.
  • Romano Brothers & Co first reported a position in Novartis in Q3 2022 and has held it in 16 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.