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Savant Capital’s Novartis NVS Stock Holding History

Savant Capital’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 		$23.2M Buy
150,968
+128,722
+579% +$19.3M 0.07% 180
2026
Q1 		$3.4M Buy
22,246
+2,264
+11% +$347K 0.02% 329
2025
Q4 		$2.75M Buy
19,982
+3,678
+23% +$482K 0.02% 343
2025
Q3 		$2.09M Buy
16,304
+1,185
+8% +$145K 0.01% 389
2025
Q2 		$1.83M Buy
15,119
+3,714
+33% +$419K 0.01% 377
2025
Q1 		$1.27M Buy
11,405
+23
+0.2% +$2.45K 0.01% 421
2024
Q4 		$1.11M Buy
11,382
+11
+0.1% +$1.17K 0.01% 611
2024
Q3 		$1.31M Buy
11,371
+5,908
+108% +$670K 0.01% 556
2024
Q2 		$582K Buy
5,463
+56
+1% +$5.62K 0.01% 741
2024
Q1 		$523K Sell
5,407
-2,096
-28% -$215K 0.01% 716
2023
Q4 		$758K Buy
7,503
+3,738
+99% +$361K 0.01% 470
2023
Q3 		$384K Sell
3,765
-332
-8% -$33.7K 0.01% 591
2023
Q2 		$413K Buy
4,097
+559
+16% +$55.9K 0.01% 554
2023
Q1 		$326K Sell
3,538
-21
-0.6% -$1.83K 0.01% 578
2022
Q4 		$276K Buy
+3,559
New +$300K 0.01% 483
2022
Q3 		– Sell
-3,034
Closed -$256K – 567
2022
Q2 		$256K Buy
3,034
+196
+7% +$17.2K 0.01% 466
2022
Q1 		$249K Sell
2,838
-24
-0.8% -$2.08K 0.01% 495
2021
Q4 		$250K Buy
2,862
+326
+13% +$27.1K 0.01% 484
2021
Q3 		$207K Sell
2,536
-217
-8% -$19.5K 0.01% 497
2021
Q2 		$251K Sell
2,753
-217
-7% -$19.3K 0.01% 432
2021
Q1 		$254K Sell
2,970
-30
-1% -$2.69K 0.01% 398
2020
Q4 		$283K Buy
3,000
+7
+0.2% +$612 0.02% 361
2020
Q3 		$260K Sell
2,993
-179
-6% -$15.5K 0.02% 346
2020
Q2 		$277K Buy
3,172
+404
+15% +$34.9K 0.02% 336
2020
Q1 		$228K Buy
+2,768
New +$247K 0.02% 339

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

Savant Capital's NVS Position: Q2 2026 in Review

Savant Capital increased its Novartis (NVS) stake by 579% in Q2 2026, buying an estimated $19.3M and bringing the position to 150,968 shares worth $23.2M. The position accounts for 0.07% of the portfolio, ranked #180.

Savant Capital first reported a position in NVS in Q1 2020 and has held it in 25 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Savant Capital held 150,968 shares of Novartis worth $23.2M as of Q2 2026.
  • Savant Capital bought 128,722 Novartis shares in Q2 2026, an estimated $19.3M.
  • Novartis made up 0.07% of Savant Capital's portfolio in Q2 2026, its #180 holding.
  • Savant Capital first reported a position in Novartis in Q1 2020 and has held it in 25 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.