Stanley-Laman Group’s Novartis NVS Stock Holding History

Stanley-Laman Group’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	$313K	Hold	2,000	–	–	0.03%	274
2026 Q1	$306K	Hold	2,000	–	–	0.04%	254
2025 Q4	$276K	Hold	2,000	–	–	0.04%	256
2025 Q3	$256K	Hold	2,000	–	–	0.04%	235
2025 Q2	$242K	Hold	2,000	–	–	0.04%	265
2025 Q1	$223K	Sell	2,000 -225	-10%	-$24K	0.03%	266
2024 Q4	$217K	Hold	2,225	–	–	0.03%	271
2024 Q3	$256K	Hold	2,225	–	–	0.04%	254
2024 Q2	$237K	Buy	+2,225	New	+$223K	0.03%	255
2015 Q1	–	Sell	-2,720	Closed	-$226K	–	321
2014 Q4	$226K	Buy	+2,720	New	+$225K	0.04%	285

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

Stanley-Laman Group's NVS Position: Q2 2026 in Review

Stanley-Laman Group held its Novartis (NVS) position steady in Q2 2026 at 2,000 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #274.

Stanley-Laman Group first reported a position in NVS in Q4 2014 and has held it in 10 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Stanley-Laman Group held 2,000 shares of Novartis worth $313K as of Q2 2026.
Stanley-Laman Group left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.03% of Stanley-Laman Group's portfolio in Q2 2026, its #274 holding.
Stanley-Laman Group first reported a position in Novartis in Q4 2014 and has held it in 10 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.