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StoneX Group’s Novartis NVS Stock Holding History

StoneX 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 		$430K Buy
+2,818
New +$422K 0.02% 635
2026
Q1 		– Sell
-2,573
Closed -$355K – 1156
2025
Q4 		$355K Buy
2,573
+342
+15% +$44.8K 0.02% 636
2025
Q3 		$286K Buy
2,231
+7
+0.3% +$854 0.01% 717
2025
Q2 		$269K Sell
2,224
-1,861
-46% -$210K 0.01% 693
2025
Q1 		$466K Buy
4,085
+1,843
+82% +$196K 0.03% 491
2024
Q4 		$218K Buy
+2,242
New +$239K 0.01% 724
2024
Q1 		– Sell
-2,188
Closed -$221K – 696
2023
Q4 		$221K Sell
2,188
-97
-4% -$9.36K 0.02% 497
2023
Q3 		$233K Sell
2,285
-349
-13% -$35.4K 0.03% 479
2023
Q2 		$266K Buy
2,634
+270
+11% +$27K 0.03% 442
2023
Q1 		$217K Buy
+2,364
New +$206K 0.02% 508
2022
Q3 		– Sell
-3,439
Closed -$291K – 674
2022
Q2 		$291K Sell
3,439
-4,012
-54% -$352K 0.04% 426
2022
Q1 		$654K Buy
+7,451
New +$645K 0.05% 301
2021
Q4 		– Sell
-105,169
Closed -$8.6M – 597
2021
Q3 		$8.6M Buy
+105,169
New +$9.46M 1.24% 14
2017
Q3 		– Sell
-24,848
Closed -$1.86M – 299
2017
Q2 		$1.86M Buy
24,848
+10,237
+70% +$726K 0.58% 44
2017
Q1 		$954K Sell
14,611
-136
-0.9% -$9.06K 2.13% 14
2016
Q4 		$963K Buy
+14,747
New +$957K 1.68% 17

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

StoneX Group's NVS Position: Q2 2026 in Review

StoneX Group opened a new position in Novartis (NVS) in Q2 2026: 2,818 shares worth $430K. The stake represents 0.02% of the portfolio and ranks #635 among its holdings. This is a return to the name: StoneX Group previously reported a position in NVS as recently as Q4 2025.

StoneX Group first reported a position in NVS in Q4 2016 and has held it in 16 quarters since. The position peaked at $8.6M in Q3 2021. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • StoneX Group held 2,818 shares of Novartis worth $430K as of Q2 2026.
  • Novartis was a new StoneX Group position in Q2 2026.
  • Novartis made up 0.02% of StoneX Group's portfolio in Q2 2026, its #635 holding.
  • StoneX Group first reported a position in Novartis in Q4 2016 and has held it in 16 quarters since.
  • StoneX Group's Novartis position peaked at $8.6M in Q3 2021.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.