SRIM
NVS icon

Saratoga Research & Investment Management’s Novartis NVS Stock Holding History

Saratoga Research & Investment Management’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 		$234K Hold
1,490
– – 0.01% 45
2026
Q1 		$228K Hold
1,490
– – 0.01% 43
2025
Q4 		$205K Buy
+1,490
New +$195K 0.01% 46
2015
Q4 		– Sell
-2,768
Closed -$228K – 50
2015
Q3 		$228K Hold
2,768
– – 0.02% 49
2015
Q2 		$244K Sell
2,768
-72
-3% -$6.61K 0.02% 50
2015
Q1 		$251K Hold
2,840
– – 0.02% 51
2014
Q4 		$236K Hold
2,840
– – 0.02% 51
2014
Q3 		$240K Hold
2,840
– – 0.02% 51
2014
Q2 		$230K Hold
2,840
– – 0.02% 55
2014
Q1 		$216K Sell
2,840
-335
-11% -$24.4K 0.02% 54
2013
Q4 		$229K Sell
3,175
-290
-8% -$20.2K 0.02% 54
2013
Q3 		$238K Sell
3,465
-23
-0.7% -$1.52K 0.03% 53
2013
Q2 		$221K Buy
+3,488
New +$227K 0.03% 57

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Saratoga Research & Investment Management's NVS Position: Q2 2026 in Review

Saratoga Research & Investment Management held its Novartis (NVS) position steady in Q2 2026 at 1,490 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #45.

Saratoga Research & Investment Management first reported a position in NVS in Q2 2013 and has held it in 13 quarters since. The position peaked at $251K in Q1 2015. 1,173 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Saratoga Research & Investment Management held 1,490 shares of Novartis worth $234K as of Q2 2026.
  • Saratoga Research & Investment Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.01% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #45 holding.
  • Saratoga Research & Investment Management first reported a position in Novartis in Q2 2013 and has held it in 13 quarters since.
  • Saratoga Research & Investment Management's Novartis position peaked at $251K in Q1 2015.
  • 1,173 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.