Thrivent Financial for Lutherans’s Novartis NVS Stock Holding History

Thrivent Financial for Lutherans’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	$1.36M	Buy	8,694 +1,596	+22%	+$239K	﹤0.01%	1802
2026 Q1	$1.08M	Buy	+7,098	New	+$1.09M	﹤0.01%	1844
2025 Q2	–	Sell	-1,933	Closed	-$204K	–	2538
2025 Q1	$204K	Hold	1,933	–	–	﹤0.01%	2317
2024 Q4	$204K	Buy	+1,933	New	+$206K	﹤0.01%	2510
2023 Q2	–	Sell	-2,301	Closed	-$212K	–	2514
2023 Q1	$212K	Sell	2,301 -74	-3%	-$6.46K	﹤0.01%	2375
2022 Q4	$215K	Buy	+2,375	New	+$200K	﹤0.01%	2337
2022 Q3	–	Sell	-2,375	Closed	-$201K	–	2454
2022 Q2	$201K	Sell	2,375 -3,041	-56%	-$267K	﹤0.01%	2353
2022 Q1	$475K	Buy	+5,416	New	+$469K	﹤0.01%	2199
2021 Q1	–	Sell	-2,689	Closed	-$254K	–	2555
2020 Q4	$254K	Buy	+2,689	New	+$235K	﹤0.01%	2356
2020 Q3	–	Sell	-2,723	Closed	-$225K	–	2400
2020 Q2	$225K	Hold	2,723	–	–	﹤0.01%	2187
2020 Q1	$225K	Buy	2,723 +327	+14%	+$29.2K	﹤0.01%	2083
2019 Q4	$227K	Sell	2,396 -1,637	-41%	-$147K	﹤0.01%	2136
2019 Q3	$350K	Buy	+4,033	New	+$362K	﹤0.01%	1982
2017 Q4	–	Sell	-217	Closed	-$17K	–	2206
2017 Q3	$17K	Buy	+217	New	+$16.4K	﹤0.01%	2098
2013 Q3	–	Sell	-9,653	Closed	-$611K	–	1585
2013 Q2	$611K	Buy	+9,653	New	+$628K	﹤0.01%	841

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

Thrivent Financial for Lutherans's NVS Position: Q2 2026 in Review

Thrivent Financial for Lutherans increased its Novartis (NVS) stake by 22% in Q2 2026, buying an estimated $239K and bringing the position to 8,694 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Thrivent Financial for Lutherans first reported a position in NVS in Q2 2013 and has held it in 15 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Thrivent Financial for Lutherans held 8,694 shares of Novartis worth $1.36M as of Q2 2026.
Thrivent Financial for Lutherans bought 1,596 Novartis shares in Q2 2026, an estimated $239K.
Novartis made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #1802 holding.
Thrivent Financial for Lutherans first reported a position in Novartis in Q2 2013 and has held it in 15 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.