Severin Investments’s Novartis NVS Stock Holding History

Severin Investments’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	$522K	Buy	3,333 +236	+8%	+$35.4K	0.39%	90
2026 Q1	$473K	Sell	3,097 -353	-10%	-$54.1K	0.41%	94
2025 Q4	$476K	Buy	3,450 +721	+26%	+$94.4K	0.42%	100
2025 Q3	$350K	Sell	2,729 -334	-11%	-$40.8K	0.31%	137
2025 Q2	$371K	Buy	+3,063	New	+$345K	0.35%	127

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

Severin Investments's NVS Position: Q2 2026 in Review

Severin Investments increased its Novartis (NVS) stake by 7.6% in Q2 2026, buying an estimated $35.4K and bringing the position to 3,333 shares worth $522K. The position accounts for 0.39% of the portfolio, ranked #90.

Severin Investments first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Severin Investments held 3,333 shares of Novartis worth $522K as of Q2 2026.
Severin Investments bought 236 Novartis shares in Q2 2026, an estimated $35.4K.
Novartis made up 0.39% of Severin Investments's portfolio in Q2 2026, its #90 holding.
Severin Investments first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.