Sovran Advisors’s Novartis NVS Stock Holding History

Sovran Advisors’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	$772K	Buy	4,829 +570	+13%	+$85.5K	0.06%	291
2026 Q1	$630K	Buy	4,259 +897	+27%	+$137K	0.05%	314
2025 Q4	$481K	Sell	3,362 -70	-2%	-$9.17K	0.04%	350
2025 Q3	$421K	Buy	3,432 +462	+16%	+$56.4K	0.04%	373
2025 Q2	$361K	Buy	+2,970	New	+$335K	0.04%	371

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

Sovran Advisors's NVS Position: Q2 2026 in Review

Sovran Advisors increased its Novartis (NVS) stake by 13% in Q2 2026, buying an estimated $85.5K and bringing the position to 4,829 shares worth $772K. The position accounts for 0.06% of the portfolio, ranked #291.

Sovran Advisors first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Sovran Advisors held 4,829 shares of Novartis worth $772K as of Q2 2026.
Sovran Advisors bought 570 Novartis shares in Q2 2026, an estimated $85.5K.
Novartis made up 0.06% of Sovran Advisors's portfolio in Q2 2026, its #291 holding.
Sovran Advisors first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.