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Tevis Investment Management’s Novartis NVS Stock Holding History

Tevis Investment Management’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 		$242K Hold
1,546
– – 0.13% 95
2026
Q1 		$236K Buy
+1,546
New +$237K 0.13% 94
2022
Q4 		– Sell
-1,391
Closed -$105K – 157
2022
Q3 		$105K Hold
1,391
– – 0.1% 127
2022
Q2 		$117K Hold
1,391
– – 0.11% 116
2022
Q1 		$122K Hold
1,391
– – 0.11% 127
2021
Q4 		$122K Buy
+1,391
New +$115K 0.11% 135

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

Tevis Investment Management's NVS Position: Q2 2026 in Review

Tevis Investment Management held its Novartis (NVS) position steady in Q2 2026 at 1,546 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #95.

Tevis Investment Management first reported a position in NVS in Q4 2021 and has held it in 6 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Tevis Investment Management held 1,546 shares of Novartis worth $242K as of Q2 2026.
  • Tevis Investment Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.13% of Tevis Investment Management's portfolio in Q2 2026, its #95 holding.
  • Tevis Investment Management first reported a position in Novartis in Q4 2021 and has held it in 6 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.