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Rothschild Investment LLC’s Novartis NVS Stock Holding History

Rothschild Investment LLC’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 		$2.6M Sell
16,578
-311
-2% -$46.6K 0.1% 199
2026
Q1 		$2.58M Buy
16,889
+106
+0.6% +$16.2K 0.13% 141
2025
Q4 		$2.31M Buy
16,783
+6
+0% +$786 0.13% 143
2025
Q3 		$2.15M Buy
16,777
+196
+1% +$23.9K 0.12% 150
2025
Q2 		$2.01M Buy
16,581
+48
+0.3% +$5.41K 0.13% 148
2025
Q1 		$1.84M Sell
16,533
-149
-0.9% -$15.9K 0.12% 153
2024
Q4 		$1.62M Buy
16,682
+101
+0.6% +$10.8K 0.11% 164
2024
Q3 		$1.91M Sell
16,581
-18
-0.1% -$2.04K 0.12% 151
2024
Q2 		$1.77M Buy
16,599
+444
+3% +$44.6K 0.12% 147
2024
Q1 		$1.56M Sell
16,155
-31
-0.2% -$3.18K 0.11% 158
2023
Q4 		$1.63M Buy
16,186
+581
+4% +$56.1K 0.14% 132
2023
Q3 		$1.59M Buy
15,605
+347
+2% +$35.2K 0.13% 148
2023
Q2 		$1.54M Sell
15,258
-1,003
-6% -$100K 0.13% 151
2023
Q1 		$1.5M Buy
16,261
+82
+0.5% +$7.16K 0.13% 154
2022
Q4 		$1.47M Sell
16,179
-300
-2% -$25.3K 0.13% 157
2022
Q3 		$1.25M Sell
16,479
-96
-0.6% -$7.96K 0.12% 170
2022
Q2 		$1.4M Buy
16,575
+300
+2% +$26.3K 0.13% 166
2022
Q1 		$1.43M Buy
16,275
+250
+2% +$21.6K 0.11% 181
2021
Q4 		$1.4M Sell
16,025
-120
-0.7% -$9.96K 0.11% 179
2021
Q3 		$1.32M Hold
16,145
– – 0.11% 177
2021
Q2 		$1.47M Buy
16,145
+24
+0.1% +$2.14K 0.12% 172
2021
Q1 		$1.38M Hold
16,121
– – 0.12% 176
2020
Q4 		$1.52M Hold
16,121
– – 0.15% 143
2020
Q3 		$1.4M Hold
16,121
– – 0.15% 136
2020
Q2 		$1.41M Sell
16,121
-704
-4% -$60.8K 0.17% 129
2020
Q1 		$1.39M Hold
16,825
– – 0.18% 130
2019
Q4 		$1.59M Hold
16,825
– – 0.16% 144
2019
Q3 		$1.46M Hold
16,825
– – 0.17% 130
2019
Q2 		$1.54M Sell
16,825
-3,291
-16% -$279K 0.18% 128
2019
Q1 		$1.73M Buy
20,116
+335
+2% +$26.9K 0.2% 124
2018
Q4 		$1.52M Hold
19,781
– – 0.2% 120
2018
Q3 		$1.53M Buy
19,781
+139
+0.7% +$10.3K 0.18% 127
2018
Q2 		$1.33M Hold
19,642
– – 0.17% 138
2018
Q1 		$1.42M Sell
19,642
-9,597
-33% -$731K 0.18% 127
2017
Q4 		$2.2M Buy
29,239
+6,194
+27% +$467K 0.24% 102
2017
Q3 		$1.77M Sell
23,045
-166
-0.7% -$12.5K 0.2% 124
2017
Q2 		$1.74M Sell
23,211
-253
-1% -$17.9K 0.2% 128
2017
Q1 		$1.56M Sell
23,464
-1,299
-5% -$86.6K 0.18% 137
2016
Q4 		$1.62M Sell
24,763
-200
-0.8% -$13K 0.19% 131
2016
Q3 		$1.77M Sell
24,963
-316
-1% -$23K 0.22% 122
2016
Q2 		$1.87M Sell
25,279
-474
-2% -$32.7K 0.24% 112
2016
Q1 		$1.67M Sell
25,753
-279
-1% -$19K 0.22% 116
2015
Q4 		$2.01M Hold
26,032
– – 0.26% 102
2015
Q3 		$2.14M Sell
26,032
-558
-2% -$49.7K 0.28% 92
2015
Q2 		$2.34M Buy
26,590
+144
+0.5% +$13.2K 0.27% 97
2015
Q1 		$2.34M Buy
26,446
+529
+2% +$46.9K 0.27% 95
2014
Q4 		$2.15M Sell
25,917
-893
-3% -$74K 0.26% 92
2014
Q3 		$2.26M Buy
26,810
+1,950
+8% +$158K 0.28% 88
2014
Q2 		$2.02M Sell
24,860
-1,478
-6% -$116K 0.26% 100
2014
Q1 		$2.01M Hold
26,338
– – 0.27% 90
2013
Q4 		$1.9M Sell
26,338
-725
-3% -$50.4K 0.26% 95
2013
Q3 		$1.86M Hold
27,063
– – 0.27% 91
2013
Q2 		$1.72M Buy
+27,063
New +$1.76M 0.28% 90

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Rothschild Investment LLC's NVS Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Novartis (NVS) stake by 1.8% in Q2 2026, selling an estimated $46.6K and leaving 16,578 shares worth $2.6M. The position accounts for 0.1% of the portfolio, ranked #199.

Rothschild Investment LLC first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. 941 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Rothschild Investment LLC held 16,578 shares of Novartis worth $2.6M as of Q2 2026.
  • Rothschild Investment LLC sold 311 Novartis shares in Q2 2026, an estimated $46.6K.
  • Novartis made up 0.1% of Rothschild Investment LLC's portfolio in Q2 2026, its #199 holding.
  • Rothschild Investment LLC first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • 941 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.