S
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Sachetta’s Novartis NVS Stock Holding History

Sachetta’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 		– Sell
-3,414
Closed -$521K – 1156
2026
Q1 		$521K Buy
3,414
+59
+2% +$9.04K 0.28% 55
2025
Q4 		$463K Sell
3,355
-18
-0.5% -$2.36K 0.25% 57
2025
Q3 		$433K Sell
3,373
-25
-0.7% -$3.05K 0.16% 102
2025
Q2 		$411K Sell
3,398
-14
-0.4% -$1.58K 0.16% 105
2025
Q1 		$381K Sell
3,412
-86
-2% -$9.15K 0.16% 101
2024
Q4 		$340K Sell
3,498
-5
-0.1% -$533 0.13% 111
2024
Q3 		$403K Hold
3,503
– – 0.16% 107
2024
Q2 		$392K Sell
3,503
-21
-0.6% -$2.11K 0.17% 101
2024
Q1 		$356K Hold
3,524
– – 0.17% 103
2023
Q4 		$356K Buy
+3,524
New +$340K 0.17% 103

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

Sachetta's NVS Position: Q2 2026 in Review

Sachetta sold out of Novartis (NVS) in Q2 2026, closing a stake of 3,414 shares — an estimated $521K sold.

Sachetta first reported a position in NVS in Q4 2023 and held it in 10 quarters. The position peaked at $521K in Q1 2026. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Sachetta reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 3,414 Novartis shares in Q2 2026, an estimated $521K.
  • Sachetta first reported a position in Novartis in Q4 2023 and held it in 10 quarters.
  • Sachetta's Novartis position peaked at $521K in Q1 2026.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.