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Rossby Financial’s Novartis NVS Stock Holding History

Rossby Financial’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 		$441K Sell
2,816
-85
-3% -$12.7K 0.08% 226
2026
Q1 		$450K Buy
2,901
+181
+7% +$27.7K 0.09% 201
2025
Q4 		$375K Sell
2,720
-3
-0.1% -$393 0.12% 156
2025
Q3 		$359K Buy
2,723
+59
+2% +$7.2K 0.12% 170
2025
Q2 		$322K Buy
2,664
+99
+4% +$11.2K 0.12% 175
2025
Q1 		$288K Buy
+2,565
New +$273K 0.12% 171

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

Rossby Financial's NVS Position: Q2 2026 in Review

Rossby Financial reduced its Novartis (NVS) stake by 2.9% in Q2 2026, selling an estimated $12.7K and leaving 2,816 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #226.

Rossby Financial first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $450K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Rossby Financial held 2,816 shares of Novartis worth $441K as of Q2 2026.
  • Rossby Financial sold 85 Novartis shares in Q2 2026, an estimated $12.7K.
  • Novartis made up 0.08% of Rossby Financial's portfolio in Q2 2026, its #226 holding.
  • Rossby Financial first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Novartis position peaked at $450K in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.