Sanctuary Advisors’s Novartis NVS Stock Holding History

Sanctuary Advisors’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	$14M	Sell	89,153 -1,173	-1%	-$176K	0.06%	311
2026 Q1	$13.8M	Sell	90,326 -1,236	-1%	-$189K	0.07%	286
2025 Q4	$12.6M	Sell	91,562 -161	-0.2%	-$21.1K	0.07%	284
2025 Q3	$11.8M	Buy	91,723 +13,155	+17%	+$1.61M	0.07%	299
2025 Q2	$9.51M	Buy	78,568 +1,604	+2%	+$181K	0.06%	325
2025 Q1	$8.58M	Sell	76,964 -14,949	-16%	-$1.59M	0.06%	332
2024 Q4	$9.63M	Sell	91,913 -1,363	-1%	-$145K	0.06%	320
2024 Q3	$9.73M	Buy	93,276 +12,118	+15%	+$1.37M	0.06%	318
2024 Q2	$7.91M	Buy	+81,158	New	+$8.15M	0.06%	336

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

Sanctuary Advisors's NVS Position: Q2 2026 in Review

Sanctuary Advisors reduced its Novartis (NVS) stake by 1.3% in Q2 2026, selling an estimated $176K and leaving 89,153 shares worth $14M. The position accounts for 0.06% of the portfolio, ranked #311.

Sanctuary Advisors first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Sanctuary Advisors held 89,153 shares of Novartis worth $14M as of Q2 2026.
Sanctuary Advisors sold 1,173 Novartis shares in Q2 2026, an estimated $176K.
Novartis made up 0.06% of Sanctuary Advisors's portfolio in Q2 2026, its #311 holding.
Sanctuary Advisors first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.