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SBI Securities’s Novartis NVS Stock Holding History

SBI Securities’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 		$173K Sell
1,101
-80
-7% -$12K ﹤0.01% 713
2026
Q1 		$180K Sell
1,181
-54
-4% -$8.28K ﹤0.01% 654
2025
Q4 		$170K Sell
1,235
-5,078
-80% -$665K ﹤0.01% 681
2025
Q3 		$810K Buy
6,313
+5,769
+1,060% +$704K 0.02% 304
2025
Q2 		$65.8K Sell
544
-603
-53% -$68K ﹤0.01% 954
2025
Q1 		$128K Buy
1,147
+154
+16% +$16.4K ﹤0.01% 666
2024
Q4 		$96.6K Buy
+993
New +$106K ﹤0.01% 767

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

SBI Securities's NVS Position: Q2 2026 in Review

SBI Securities reduced its Novartis (NVS) stake by 6.8% in Q2 2026, selling an estimated $12K and leaving 1,101 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

SBI Securities first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $810K in Q3 2025. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • SBI Securities held 1,101 shares of Novartis worth $173K as of Q2 2026.
  • SBI Securities sold 80 Novartis shares in Q2 2026, an estimated $12K.
  • Novartis made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #713 holding.
  • SBI Securities first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Novartis position peaked at $810K in Q3 2025.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.