S.A. Mason’s Novartis NVS Stock Holding History

S.A. Mason’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	$633K	Hold	4,040	–	–	0.19%	109
2026 Q1	$617K	Hold	4,040	–	–	0.23%	102
2025 Q4	$557K	Hold	4,040	–	–	0.22%	104
2025 Q3	$518K	Hold	4,040	–	–	0.23%	101
2025 Q2	$489K	Hold	4,040	–	–	0.24%	97
2025 Q1	$450K	Hold	4,040	–	–	0.24%	101
2024 Q4	$393K	Hold	4,040	–	–	0.21%	114
2024 Q3	$465K	Hold	4,040	–	–	0.25%	97
2024 Q2	$430K	Hold	4,040	–	–	0.24%	96
2024 Q1	$391K	Sell	4,040 -200	-5%	-$20.5K	0.23%	106
2023 Q4	$428K	Hold	4,240	–	–	0.29%	96
2023 Q3	$432K	Hold	4,240	–	–	0.31%	87
2023 Q2	$390K	Hold	4,240	–	–	0.28%	97
2023 Q1	$390K	Buy	4,240 +104	+3%	+$9.08K	0.28%	97
2022 Q4	$375K	Hold	4,136	–	–	0.28%	97
2022 Q3	$314K	Hold	4,136	–	–	0.25%	110
2022 Q2	$350K	Hold	4,136	–	–	0.26%	105
2022 Q1	$363K	Hold	4,136	–	–	0.23%	117
2021 Q4	$362K	Hold	4,136	–	–	0.22%	114
2021 Q3	$338K	Buy	4,136 +450	+12%	+$40.5K	0.22%	119
2021 Q2	$336K	Hold	3,686	–	–	0.23%	118
2021 Q1	$315K	Hold	3,686	–	–	0.24%	115
2020 Q4	$348K	Hold	3,686	–	–	0.29%	94
2020 Q3	$321K	Sell	3,686 -8	-0.2%	-$693	0.31%	93
2020 Q2	$323K	Hold	3,694	–	–	0.34%	85
2020 Q1	$305K	Sell	3,694 -132	-3%	-$11.8K	0.37%	77
2019 Q4	$362K	Buy	+3,826	New	+$343K	0.35%	85

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

S.A. Mason's NVS Position: Q2 2026 in Review

S.A. Mason held its Novartis (NVS) position steady in Q2 2026 at 4,040 shares worth $633K. The position accounts for 0.19% of the portfolio, ranked #109.

S.A. Mason first reported a position in NVS in Q4 2019 and has held it in 27 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

S.A. Mason held 4,040 shares of Novartis worth $633K as of Q2 2026.
S.A. Mason left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.19% of S.A. Mason's portfolio in Q2 2026, its #109 holding.
S.A. Mason first reported a position in Novartis in Q4 2019 and has held it in 27 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.