Schnieders Capital Management’s Novartis NVS Stock Holding History

Schnieders Capital 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	$332K	Buy	2,116 +357	+20%	+$53.5K	0.04%	187
2026 Q1	$269K	Hold	1,759	–	–	0.04%	182
2025 Q4	$243K	Buy	1,759 +88	+5%	+$11.5K	0.04%	200
2025 Q3	$214K	Hold	1,671	–	–	0.04%	214
2025 Q2	$202K	Buy	+1,671	New	+$188K	0.04%	217
2018 Q2	–	Sell	-3,271	Closed	-$237K	–	153
2018 Q1	$237K	Buy	3,271 +112	+4%	+$8.53K	0.1%	134
2017 Q4	$238K	Sell	3,159 -1,172	-27%	-$88.4K	0.1%	141
2017 Q3	$333K	Hold	4,331	–	–	0.15%	117
2017 Q2	$324K	Buy	4,331 +1,227	+40%	+$87K	0.15%	123
2017 Q1	$207K	Hold	3,104	–	–	0.1%	147
2016 Q4	$203K	Hold	3,104	–	–	0.1%	140
2016 Q3	$220K	Buy	3,104 +139	+5%	+$10.1K	0.12%	126
2016 Q2	$219K	Buy	+2,965	New	+$205K	0.12%	127
2016 Q1	–	Sell	-3,963	Closed	-$306K	–	137
2015 Q4	$306K	Sell	3,963 -534	-12%	-$42.4K	0.19%	97
2015 Q3	$370K	Buy	4,497 +328	+8%	+$29.2K	0.26%	86
2015 Q2	$367K	Buy	4,169 +1,339	+47%	+$123K	0.22%	91
2015 Q1	$250K	Buy	+2,830	New	+$251K	0.15%	111

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

Schnieders Capital Management's NVS Position: Q2 2026 in Review

Schnieders Capital Management increased its Novartis (NVS) stake by 20% in Q2 2026, buying an estimated $53.5K and bringing the position to 2,116 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #187.

Schnieders Capital Management first reported a position in NVS in Q1 2015 and has held it in 17 quarters since. The position peaked at $370K in Q3 2015. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Schnieders Capital Management held 2,116 shares of Novartis worth $332K as of Q2 2026.
Schnieders Capital Management bought 357 Novartis shares in Q2 2026, an estimated $53.5K.
Novartis made up 0.04% of Schnieders Capital Management's portfolio in Q2 2026, its #187 holding.
Schnieders Capital Management first reported a position in Novartis in Q1 2015 and has held it in 17 quarters since.
Schnieders Capital Management's Novartis position peaked at $370K in Q3 2015.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.