SGI
NVS icon

Summit Global Investments’s Novartis NVS Stock Holding History

Summit Global Investments’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 		$441K Buy
2,815
+99
+4% +$14.8K 0.02% 370
2026
Q1 		$415K Buy
2,716
+33
+1% +$5.06K 0.02% 362
2025
Q4 		$370K Buy
+2,683
New +$351K 0.02% 387
2025
Q3 		– Sell
-5,866
Closed -$710K – 527
2025
Q2 		$710K Sell
5,866
-7,255
-55% -$818K 0.04% 256
2025
Q1 		$1.46M Sell
13,121
-23,033
-64% -$2.45M 0.11% 117
2024
Q4 		$3.52M Buy
+36,154
New +$3.86M 0.22% 94
2024
Q1 		– Sell
-23,873
Closed -$2.41M – 573
2023
Q4 		$2.41M Sell
23,873
-11,726
-33% -$1.13M 0.16% 112
2023
Q3 		$3.63M Buy
35,599
+3,960
+13% +$402K 0.24% 86
2023
Q2 		$3.19M Buy
31,639
+1,186
+4% +$119K 0.21% 106
2023
Q1 		$2.8M Buy
30,453
+183
+0.6% +$16K 0.22% 110
2022
Q4 		$2.75M Buy
30,270
+1,835
+6% +$155K 0.23% 112
2022
Q3 		$2.16M Buy
28,435
+11,586
+69% +$960K 0.2% 121
2022
Q2 		$1.42M Sell
16,849
-736
-4% -$64.6K 0.13% 170
2022
Q1 		$1.54M Sell
17,585
-44
-0.2% -$3.81K 0.11% 176
2021
Q4 		$1.54M Buy
17,629
+56
+0.3% +$4.65K 0.1% 177
2021
Q3 		$1.44M Buy
17,573
+4,711
+37% +$424K 0.11% 159
2021
Q2 		$1.17M Sell
12,862
-651
-5% -$58K 0.07% 207
2021
Q1 		$1.16M Buy
13,513
+1,331
+11% +$119K 0.07% 177
2020
Q4 		$1.15M Buy
12,182
+2,440
+25% +$213K 0.11% 139
2020
Q3 		$847K Buy
9,742
+767
+9% +$66.4K 0.09% 149
2020
Q2 		$784K Buy
8,975
+1,732
+24% +$150K 0.09% 144
2020
Q1 		$597K Sell
7,243
-1,857
-20% -$166K 0.09% 152
2019
Q4 		$862K Buy
9,100
+1,290
+17% +$116K 0.09% 185
2019
Q3 		$679K Sell
7,810
-740
-9% -$66.4K 0.08% 253
2019
Q2 		$781K Buy
+8,550
New +$724K 0.1% 140
2017
Q2 		– Sell
-7,332
Closed -$488K – 270
2017
Q1 		$488K Buy
+7,332
New +$489K 0.16% 129

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Summit Global Investments's NVS Position: Q2 2026 in Review

Summit Global Investments increased its Novartis (NVS) stake by 3.6% in Q2 2026, buying an estimated $14.8K and bringing the position to 2,815 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #370.

Summit Global Investments first reported a position in NVS in Q1 2017 and has held it in 26 quarters since. The position peaked at $3.63M in Q3 2023. 786 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Summit Global Investments held 2,815 shares of Novartis worth $441K as of Q2 2026.
  • Summit Global Investments bought 99 Novartis shares in Q2 2026, an estimated $14.8K.
  • Novartis made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #370 holding.
  • Summit Global Investments first reported a position in Novartis in Q1 2017 and has held it in 26 quarters since.
  • Summit Global Investments's Novartis position peaked at $3.63M in Q3 2023.
  • 786 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.