SAI
NVS icon

Savvy Advisors Inc’s Novartis NVS Stock Holding History

Savvy Advisors Inc’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 		$2.09M Buy
13,331
+1,895
+17% +$284K 0.04% 327
2026
Q1 		$1.75M Sell
11,436
-131
-1% -$20.1K 0.05% 297
2025
Q4 		$1.59M Buy
11,567
+1,500
+15% +$196K 0.05% 272
2025
Q3 		$1.29M Buy
10,067
+739
+8% +$90.2K 0.06% 226
2025
Q2 		$1.13M Buy
9,328
+1,547
+20% +$174K 0.08% 196
2025
Q1 		$867K Buy
7,781
+580
+8% +$61.7K 0.09% 192
2024
Q4 		$701K Buy
+7,201
New +$768K 0.08% 194

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

Savvy Advisors Inc's NVS Position: Q2 2026 in Review

Savvy Advisors Inc increased its Novartis (NVS) stake by 17% in Q2 2026, buying an estimated $284K and bringing the position to 13,331 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #327.

Savvy Advisors Inc first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Savvy Advisors Inc held 13,331 shares of Novartis worth $2.09M as of Q2 2026.
  • Savvy Advisors Inc bought 1,895 Novartis shares in Q2 2026, an estimated $284K.
  • Novartis made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #327 holding.
  • Savvy Advisors Inc first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.