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
2021
Q1 		– Sell
-70,000
Closed -$194K – 3481
2020
Q4 		$194K Hold
70,000
– – ﹤0.01% 2644
2020
Q3 		$634K Hold
70,000
– – ﹤0.01% 1478
2020
Q2 		$676K Hold
70,000
– – 0.01% 1798
2020
Q1 		$956K Hold
70,000
– – 0.01% 1328
2019
Q4 		$497K Buy
+70,000
New +$6.28M ﹤0.01% 1790

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. 1,625 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.
  • 1,625 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.