Steadtrust’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$904K Buy
5,769
+2
+0% +$300 0.46% 55
2026
Q1
$881K Buy
5,767
+25
+0.4% +$3.83K 0.5% 56
2025
Q4
$792K Hold
5,742
0.49% 54
2025
Q3
$736K Buy
5,742
+131
+2% +$16K 0.5% 54
2025
Q2
$679K Buy
+5,611
New +$632K 0.53% 55

Other funds holding NVS

Steadtrust's NVS Position: Q2 2026 in Review

Steadtrust increased its Novartis (NVS) stake by 0.03% in Q2 2026, buying an estimated $300 and bringing the position to 5,769 shares worth $904K. The position accounts for 0.46% of the portfolio, ranked #55.

Steadtrust first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Steadtrust held 5,769 shares of Novartis worth $904K as of Q2 2026.
  • Steadtrust bought 2 Novartis shares in Q2 2026, an estimated $300.
  • Novartis made up 0.46% of Steadtrust's portfolio in Q2 2026, its #55 holding.
  • Steadtrust first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Steadtrust's 13F filing for Q2 2026, filed 9 Jul 2026.