Syon Capital’s Novartis NVS Stock Holding History

Syon Capital’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	$1.13M	Buy	7,220 +2,571	+55%	+$385K	0.05%	305
2026 Q1	$710K	Buy	4,649 +18	+0.4%	+$2.76K	0.04%	425
2025 Q4	$638K	Buy	4,631 +285	+7%	+$37.3K	0.03%	471
2025 Q3	$557K	Buy	4,346 +2,433	+127%	+$297K	0.03%	460
2025 Q2	$231K	Buy	+1,913	New	+$216K	0.02%	645
2024 Q4	–	Sell	-56,294	Closed	-$6.47M	–	591
2024 Q3	$6.47M	Sell	56,294 -2,070	-4%	-$235K	0.57%	35
2024 Q2	$6.21M	Sell	58,364 -277	-0.5%	-$27.8K	0.57%	35
2024 Q1	$5.67M	Buy	58,641 +2,992	+5%	+$307K	0.54%	37
2023 Q4	$5.62M	Sell	55,649 -8,833	-14%	-$853K	0.58%	32
2023 Q3	$6.57M	Buy	+64,482	New	+$6.55M	0.82%	23

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

Syon Capital's NVS Position: Q2 2026 in Review

Syon Capital increased its Novartis (NVS) stake by 55% in Q2 2026, buying an estimated $385K and bringing the position to 7,220 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #305.

Syon Capital first reported a position in NVS in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.57M in Q3 2023. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Syon Capital held 7,220 shares of Novartis worth $1.13M as of Q2 2026.
Syon Capital bought 2,571 Novartis shares in Q2 2026, an estimated $385K.
Novartis made up 0.05% of Syon Capital's portfolio in Q2 2026, its #305 holding.
Syon Capital first reported a position in Novartis in Q3 2023 and has held it in 10 quarters since.
Syon Capital's Novartis position peaked at $6.57M in Q3 2023.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.