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Salomon & Ludwin’s Novartis NVS Stock Holding History

Salomon & Ludwin’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 		$160K Buy
1,040
+234
+29% +$35.1K 0.01% 192
2026
Q1 		$124K Buy
806
+56
+7% +$8.58K 0.01% 209
2025
Q4 		$103K Buy
750
+293
+64% +$38.4K 0.01% 237
2025
Q3 		$60.5K Buy
457
+433
+1,804% +$52.8K 0.01% 336
2025
Q2 		$2.97K Buy
+24
New +$2.71K ﹤0.01% 615

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

Salomon & Ludwin's NVS Position: Q2 2026 in Review

Salomon & Ludwin increased its Novartis (NVS) stake by 29% in Q2 2026, buying an estimated $35.1K and bringing the position to 1,040 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #192.

Salomon & Ludwin first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Salomon & Ludwin held 1,040 shares of Novartis worth $160K as of Q2 2026.
  • Salomon & Ludwin bought 234 Novartis shares in Q2 2026, an estimated $35.1K.
  • Novartis made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #192 holding.
  • Salomon & Ludwin first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.