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Summitry LLC’s Novartis NVS Stock Holding History

Summitry LLC’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 		$386K Buy
2,464
+346
+16% +$51.9K 0.01% 196
2026
Q1 		$324K Buy
2,118
+109
+5% +$16.7K 0.01% 198
2025
Q4 		$277K Buy
2,009
+279
+16% +$36.5K 0.01% 199
2025
Q3 		$222K Buy
+1,730
New +$211K 0.01% 197
2022
Q4 		– Sell
-34,393
Closed -$2.61M – 101
2022
Q3 		$2.61M Buy
34,393
+2,259
+7% +$187K 0.2% 53
2022
Q2 		$2.72M Sell
32,134
-2,685
-8% -$236K 0.2% 48
2022
Q1 		$3.06M Sell
34,819
-767
-2% -$66.4K 0.18% 53
2021
Q4 		$3.11M Buy
35,586
+1,349
+4% +$112K 0.18% 52
2021
Q3 		$2.8M Sell
34,237
-443
-1% -$39.9K 0.18% 50
2021
Q2 		$3.16M Buy
34,680
+2,370
+7% +$211K 0.2% 52
2021
Q1 		$2.76M Buy
32,310
+1,832
+6% +$164K 0.18% 56
2020
Q4 		$2.88M Buy
30,478
+731
+2% +$63.9K 0.21% 46
2020
Q3 		$2.59M Buy
29,747
+355
+1% +$30.8K 0.21% 49
2020
Q2 		$2.57M Buy
29,392
+2,300
+8% +$199K 0.21% 51
2020
Q1 		$2.23M Buy
27,092
+1,019
+4% +$90.9K 0.2% 45
2019
Q4 		$2.47M Buy
26,073
+2,075
+9% +$186K 0.2% 47
2019
Q3 		$2.08M Buy
23,998
+590
+3% +$53K 0.16% 54
2019
Q2 		$2.14M Sell
23,408
-234,983
-91% -$19.9M 0.18% 46
2019
Q1 		$22.3M Sell
258,391
-190,645
-42% -$15.3M 1.93% 24
2018
Q4 		$34.5M Sell
449,036
-65,631
-13% -$5.11M 3.37% 17
2018
Q3 		$39.7M Buy
514,667
+1,202
+0.2% +$88.9K 3.39% 13
2018
Q2 		$34.8M Buy
513,465
+3,927
+0.8% +$271K 3.23% 14
2018
Q1 		$36.9M Sell
509,538
-811
-0.2% -$61.7K 3.41% 10
2017
Q4 		$38.4M Buy
510,349
+4,763
+0.9% +$359K 3.49% 12
2017
Q3 		$38.9M Buy
505,586
+5,220
+1% +$394K 3.61% 10
2017
Q2 		$37.4M Buy
500,366
+9,669
+2% +$685K 3.56% 10
2017
Q1 		$32.7M Buy
+490,697
New +$32.7M 3.15% 13

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

Summitry LLC's NVS Position: Q2 2026 in Review

Summitry LLC increased its Novartis (NVS) stake by 16% in Q2 2026, buying an estimated $51.9K and bringing the position to 2,464 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #196.

Summitry LLC first reported a position in NVS in Q1 2017 and has held it in 27 quarters since. The position peaked at $39.7M in Q3 2018. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Summitry LLC held 2,464 shares of Novartis worth $386K as of Q2 2026.
  • Summitry LLC bought 346 Novartis shares in Q2 2026, an estimated $51.9K.
  • Novartis made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #196 holding.
  • Summitry LLC first reported a position in Novartis in Q1 2017 and has held it in 27 quarters since.
  • Summitry LLC's Novartis position peaked at $39.7M in Q3 2018.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.