Smith, Moore & Co’s Novartis NVS Stock Holding History

Smith, Moore & Co’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	$293K	Hold	1,870	–	–	0.02%	466
2026 Q1	$286K	Sell	1,870 -119	-6%	-$18.2K	0.02%	455
2025 Q4	$274K	Hold	1,989	–	–	0.02%	434
2025 Q3	$255K	Buy	1,989 +34	+2%	+$4.15K	0.02%	444
2025 Q2	$237K	Buy	1,955 +8	+0.4%	+$902	0.02%	444
2025 Q1	$217K	Sell	1,947 -277	-12%	-$29.5K	0.02%	447
2024 Q4	$216K	Buy	2,224 +277	+14%	+$29.5K	0.02%	443
2024 Q3	$224K	Hold	1,947	–	–	0.02%	418
2024 Q2	$207K	Buy	+1,947	New	+$195K	0.02%	421
2019 Q2	–	Sell	-2,347	Closed	-$202K	–	327
2019 Q1	$202K	Sell	2,347 -1,001	-30%	-$80.4K	0.05%	299
2018 Q4	$257K	Sell	3,348 -206	-6%	-$16K	0.07%	259
2018 Q3	$274K	Buy	3,554 +111	+3%	+$8.21K	0.06%	267
2018 Q2	$233K	Buy	3,443 +5	+0.1%	+$345	0.06%	283
2018 Q1	$249K	Hold	3,438	–	–	0.07%	262
2017 Q4	$259K	Sell	3,438 -56	-2%	-$4.22K	0.07%	243
2017 Q3	$269K	Buy	3,494 +254	+8%	+$19.2K	0.08%	234
2017 Q2	$242K	Buy	3,240 +59	+2%	+$4.18K	0.08%	209
2017 Q1	$212K	Hold	3,181	–	–	0.08%	219
2016 Q4	$208K	Buy	3,181 +279	+10%	+$18.1K	0.08%	212
2016 Q3	$205K	Buy	+2,902	New	+$211K	0.08%	198
2016 Q1	–	Sell	-2,734	Closed	-$211K	–	198
2015 Q4	$211K	Hold	2,734	–	–	0.1%	160
2015 Q3	$225K	Buy	2,734 +111	+4%	+$9.88K	0.12%	142
2015 Q2	$231K	Hold	2,623	–	–	0.12%	151
2015 Q1	$232K	Hold	2,623	–	–	0.12%	149
2014 Q4	$218K	Buy	2,623 +112	+4%	+$9.28K	0.12%	152
2014 Q3	$212K	Hold	2,511	–	–	0.12%	148
2014 Q2	$204K	Buy	+2,511	New	+$198K	0.12%	136

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

Smith, Moore & Co's NVS Position: Q2 2026 in Review

Smith, Moore & Co held its Novartis (NVS) position steady in Q2 2026 at 1,870 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #466.

Smith, Moore & Co first reported a position in NVS in Q2 2014 and has held it in 27 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Smith, Moore & Co held 1,870 shares of Novartis worth $293K as of Q2 2026.
Smith, Moore & Co left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #466 holding.
Smith, Moore & Co first reported a position in Novartis in Q2 2014 and has held it in 27 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.