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Summit Securities Group’s Novartis NVS Stock Holding History

Summit Securities 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
2020
Q3 		– Sell
-40
Closed -$349K – 465
2020
Q2 		$349K Buy
+40
New +$3.45K 0.04% 293
2015
Q2 		– Sell
-16
Closed -$6K – 561
2015
Q1 		$6K Buy
+16
New +$1.42K ﹤0.01% 305

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

Summit Securities Group's NVS Position: Q2 2026 in Review

Summit Securities Group sold out of Novartis (NVS) in Q2 2026, closing a stake of 600 shares — an estimated $91.7K sold.

Summit Securities Group first reported a position in NVS in Q2 2013 and held it in 19 quarters. The position peaked at $5.13M in Q4 2023. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Summit Securities Group reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 600 Novartis shares in Q2 2026, an estimated $91.7K.
  • Summit Securities Group first reported a position in Novartis in Q2 2013 and held it in 19 quarters.
  • Summit Securities Group's Novartis position peaked at $5.13M in Q4 2023.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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