Tacita Capital’s Novartis NVS Stock Holding History

Tacita 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	$139K	Sell	885 -315	-26%	-$47.2K	0.08%	94
2026 Q1	$183K	Hold	1,200	–	–	0.11%	86
2025 Q4	$165K	Hold	1,200	–	–	0.1%	89
2025 Q3	$154K	Hold	1,200	–	–	0.09%	88
2025 Q2	$145K	Hold	1,200	–	–	0.09%	92
2025 Q1	$134K	Hold	1,200	–	–	0.1%	90
2024 Q4	$117K	Hold	1,200	–	–	0.08%	94
2024 Q3	$138K	Hold	1,200	–	–	0.09%	91
2024 Q2	$128K	Hold	1,200	–	–	0.09%	96
2024 Q1	$116K	Hold	1,200	–	–	0.08%	101
2023 Q4	$121K	Hold	1,200	–	–	0.09%	98
2023 Q3	$122K	Hold	1,200	–	–	0.1%	94
2023 Q2	$121K	Hold	1,200	–	–	0.09%	93
2023 Q1	$110K	Hold	1,200	–	–	0.08%	90
2022 Q4	$109K	Hold	1,200	–	–	0.08%	91
2022 Q3	$91K	Hold	1,200	–	–	0.07%	90
2022 Q2	$101K	Hold	1,200	–	–	0.07%	99
2022 Q1	$105K	Hold	1,200	–	–	0.06%	103
2021 Q4	$105K	Hold	1,200	–	–	0.06%	101
2021 Q3	$98K	Hold	1,200	–	–	0.06%	104
2021 Q2	$109K	Hold	1,200	–	–	0.07%	101
2021 Q1	$103K	Hold	1,200	–	–	0.07%	107
2020 Q4	$113K	Buy	+1,200	New	+$105K	0.07%	101

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

Tacita Capital's NVS Position: Q2 2026 in Review

Tacita Capital reduced its Novartis (NVS) stake by 26% in Q2 2026, selling an estimated $47.2K and leaving 885 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #94.

Tacita Capital first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. The position peaked at $183K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Tacita Capital held 885 shares of Novartis worth $139K as of Q2 2026.
Tacita Capital sold 315 Novartis shares in Q2 2026, an estimated $47.2K.
Novartis made up 0.08% of Tacita Capital's portfolio in Q2 2026, its #94 holding.
Tacita Capital first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
Tacita Capital's Novartis position peaked at $183K in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.