SG Americas Securities
NVS icon

SG Americas Securities’s Novartis NVS Stock Holding History

SG Americas 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 		– Sell
-3,515
Closed -$537K – 3586
2026
Q1 		$537K Buy
+3,515
New +$539K ﹤0.01% 2141
2025
Q2 		– Sell
-5,050
Closed -$563K – 3388
2025
Q1 		$563K Sell
5,050
-5,298
-51% -$564K ﹤0.01% 1678
2024
Q4 		$1.01M Sell
10,348
-10,948
-51% -$1.17M ﹤0.01% 864
2024
Q3 		$2.45M Buy
21,296
+3,372
+19% +$383K 0.01% 603
2024
Q2 		$1.91M Buy
17,924
+2,811
+19% +$282K 0.01% 974
2024
Q1 		$1.46M Sell
15,113
-27,934
-65% -$2.86M 0.01% 992
2023
Q4 		$4.35M Buy
43,047
+8,724
+25% +$842K 0.04% 386
2023
Q3 		$3.5M Buy
34,323
+14,797
+76% +$1.5M 0.04% 436
2023
Q2 		$1.97M Buy
19,526
+4,230
+28% +$423K 0.01% 747
2023
Q1 		$1.41M Buy
+15,296
New +$1.34M 0.02% 890
2022
Q4 		– Sell
-1,933
Closed -$147K – 3283
2022
Q3 		$147K Sell
1,933
-2,841
-60% -$236K ﹤0.01% 2566
2022
Q2 		$404K Buy
+4,774
New +$419K ﹤0.01% 2145
2022
Q1 		– Sell
-11,977
Closed -$1.05M – 3300
2021
Q4 		$1.05M Sell
11,977
-3,302
-22% -$274K 0.01% 1617
2021
Q3 		$1.25M Sell
15,279
-174
-1% -$15.7K 0.01% 1704
2021
Q2 		$1.41M Buy
15,453
+631
+4% +$56.2K 0.01% 1335
2021
Q1 		$1.27M Sell
14,822
-26,151
-64% -$2.35M 0.01% 1358
2020
Q4 		$3.87M Buy
40,973
+20,365
+99% +$1.78M 0.02% 650
2020
Q3 		$1.79M Sell
20,608
-11,893
-37% -$1.03M 0.01% 808
2020
Q2 		$2.84M Sell
32,501
-28,697
-47% -$2.48M 0.02% 619
2020
Q1 		$5.05M Buy
61,198
+12,874
+27% +$1.15M 0.05% 379
2019
Q4 		$4.58M Buy
48,324
+22,599
+88% +$2.03M 0.04% 415
2019
Q3 		$2.24M Sell
25,725
-63,940
-71% -$5.74M 0.02% 886
2019
Q2 		$8.19M Buy
89,665
+64,170
+252% +$5.43M 0.06% 333
2019
Q1 		$2.2M Buy
25,495
+3,924
+18% +$315K 0.02% 795
2018
Q4 		$1.66M Buy
21,571
+13,012
+152% +$1.01M 0.01% 1000
2018
Q3 		$661K Sell
8,559
-29,706
-78% -$2.2M ﹤0.01% 1969
2018
Q2 		$2.59M Buy
38,265
+29,706
+347% +$2.05M 0.02% 776
2018
Q1 		$620K Sell
8,559
-50,705
-86% -$3.86M 0.01% 1735
2017
Q4 		$4.46M Buy
59,264
+3,837
+7% +$290K 0.04% 431
2017
Q3 		$4.26M Buy
55,427
+31,427
+131% +$2.37M 0.04% 402
2017
Q2 		$1.79M Buy
24,000
+7,816
+48% +$554K 0.02% 967
2017
Q1 		$1.08M Sell
16,184
-39,677
-71% -$2.64M 0.01% 1321
2016
Q4 		$3.65M Sell
55,861
-73,974
-57% -$4.8M 0.03% 603
2016
Q3 		$9.19M Buy
129,835
+65,099
+101% +$4.74M 0.1% 194
2016
Q2 		$4.79M Sell
64,736
-39,411
-38% -$2.72M 0.03% 411
2016
Q1 		$6.76M Buy
104,147
+4,743
+5% +$323K 0.05% 300
2015
Q4 		$7.66M Buy
99,404
+31,530
+46% +$2.5M 0.05% 280
2015
Q3 		$5.59M Buy
67,874
+49,527
+270% +$4.41M 0.03% 342
2015
Q2 		$1.62M Sell
18,347
-4,638
-20% -$425K 0.01% 817
2015
Q1 		$2.03M Buy
22,985
+1,317
+6% +$117K 0.01% 794
2014
Q4 		$1.8M Buy
21,668
+610
+3% +$50.6K 0.01% 997
2014
Q3 		$1.78M Buy
21,058
+12,276
+140% +$993K 0.01% 927
2014
Q2 		$712K Buy
8,782
+223
+3% +$17.5K ﹤0.01% 1521
2014
Q1 		$652K Hold
8,559
– – ﹤0.01% 1333
2013
Q4 		$616K Hold
8,559
– – ﹤0.01% 1443
2013
Q3 		$588K Hold
8,559
– – ﹤0.01% 1530
2013
Q2 		$542K Buy
+8,559
New +$557K ﹤0.01% 1219

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

SG Americas Securities's NVS Position: Q2 2026 in Review

SG Americas Securities sold out of Novartis (NVS) in Q2 2026, closing a stake of 3,515 shares — an estimated $537K sold.

SG Americas Securities first reported a position in NVS in Q2 2013 and held it in 47 quarters. The position peaked at $9.19M in Q3 2016. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • SG Americas Securities reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • SG Americas Securities sold 3,515 Novartis shares in Q2 2026, an estimated $537K.
  • SG Americas Securities first reported a position in Novartis in Q2 2013 and held it in 47 quarters.
  • SG Americas Securities's Novartis position peaked at $9.19M in Q3 2016.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.