SageView Advisory Group’s Novartis NVS Stock Holding History

SageView Advisory Group’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	$297K	Sell	1,894 -110	-5%	-$16.5K	0.01%	497
2026 Q1	$306K	Sell	2,004 -21,335	-91%	-$3.27M	0.01%	469
2025 Q4	$3.22M	Sell	23,339 -1,124	-5%	-$147K	0.11%	113
2025 Q3	$3.14M	Buy	+24,463	New	+$2.99M	0.11%	118
2024 Q3	–	Sell	-2,662	Closed	-$283K	–	547
2024 Q2	$283K	Sell	2,662 -4,334	-62%	-$435K	0.01%	452
2024 Q1	$1.67M	Buy	6,996 +3,929	+128%	+$403K	0.08%	134
2023 Q4	$331K	Buy	3,067 +718	+31%	+$69.3K	0.01%	478
2023 Q3	$239K	Buy	2,349 +11	+0.5%	+$1.12K	0.01%	475
2023 Q2	$236K	Sell	2,338 -277	-11%	-$27.7K	0.01%	498
2023 Q1	$241K	Sell	2,615 -476	-15%	-$41.6K	0.02%	425
2022 Q4	$280K	Buy	+3,091	New	+$260K	0.02%	335

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

SageView Advisory Group's NVS Position: Q2 2026 in Review

SageView Advisory Group reduced its Novartis (NVS) stake by 5.5% in Q2 2026, selling an estimated $16.5K and leaving 1,894 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #497.

SageView Advisory Group first reported a position in NVS in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.22M in Q4 2025. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

SageView Advisory Group held 1,894 shares of Novartis worth $297K as of Q2 2026.
SageView Advisory Group sold 110 Novartis shares in Q2 2026, an estimated $16.5K.
Novartis made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #497 holding.
SageView Advisory Group first reported a position in Novartis in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Novartis position peaked at $3.22M in Q4 2025.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.