Stokes Family Office’s Novartis NVS Stock Holding History

Stokes Family Office’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	$500K	Sell	3,189 -9	-0.3%	-$1.35K	0.06%	188
2026 Q1	$488K	Sell	3,198 -1,607	-33%	-$246K	0.05%	186
2025 Q4	$662K	Buy	+4,805	New	+$629K	0.06%	169
2025 Q1	–	Sell	-4,484	Closed	-$436K	–	249
2024 Q4	$436K	Buy	+4,484	New	+$478K	0.05%	172
2023 Q4	–	Sell	-6,452	Closed	-$657K	–	297
2023 Q3	$657K	Buy	6,452 +1,464	+29%	+$149K	0.08%	165
2023 Q2	$503K	Buy	4,988 +1,072	+27%	+$107K	0.06%	173
2023 Q1	$360K	Sell	3,916 -1,244	-24%	-$109K	0.04%	203
2022 Q4	$468K	Buy	5,160 +1,247	+32%	+$105K	0.06%	170
2022 Q3	$297K	Sell	3,913 -1,248	-24%	-$103K	0.04%	208
2022 Q2	$436K	Buy	5,161 +1,337	+35%	+$117K	0.06%	172
2022 Q1	$336K	Buy	3,824 +1,371	+56%	+$119K	0.04%	197
2021 Q4	$215K	Buy	+2,453	New	+$204K	0.03%	231
2021 Q3	–	Sell	-3,285	Closed	-$300K	–	234
2021 Q2	$300K	Buy	3,285 +156	+5%	+$13.9K	0.04%	176
2021 Q1	$267K	Buy	3,129 +541	+21%	+$48.5K	0.04%	172
2020 Q4	$244K	Buy	2,588 +210	+9%	+$18.4K	0.05%	153
2020 Q3	$207K	Buy	+2,378	New	+$206K	0.05%	143

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

Stokes Family Office's NVS Position: Q2 2026 in Review

Stokes Family Office reduced its Novartis (NVS) stake by 0.28% in Q2 2026, selling an estimated $1.35K and leaving 3,189 shares worth $500K. The position accounts for 0.06% of the portfolio, ranked #188.

Stokes Family Office first reported a position in NVS in Q3 2020 and has held it in 16 quarters since. The position peaked at $662K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Stokes Family Office held 3,189 shares of Novartis worth $500K as of Q2 2026.
Stokes Family Office sold 9 Novartis shares in Q2 2026, an estimated $1.35K.
Novartis made up 0.06% of Stokes Family Office's portfolio in Q2 2026, its #188 holding.
Stokes Family Office first reported a position in Novartis in Q3 2020 and has held it in 16 quarters since.
Stokes Family Office's Novartis position peaked at $662K in Q4 2025.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.