TIAA Trust, National Association
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TIAA Trust, National Association’s Novartis NVS Stock Holding History

TIAA Trust, National Association’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 		– Sell
-123
Closed -$18.8K – 375
2026
Q1 		$18.8K Sell
123
-8,318
-99% -$1.28M ﹤0.01% 351
2025
Q4 		$1.16M Sell
8,441
-269
-3% -$35.2K ﹤0.01% 366
2025
Q3 		$1.12M Buy
8,710
+428
+5% +$52.2K ﹤0.01% 365
2025
Q2 		$1M Sell
8,282
-192
-2% -$21.6K ﹤0.01% 378
2025
Q1 		$945K Buy
8,474
+599
+8% +$63.8K ﹤0.01% 374
2024
Q4 		$766K Buy
7,875
+569
+8% +$60.7K ﹤0.01% 401
2024
Q3 		$840K Buy
7,306
+305
+4% +$34.6K ﹤0.01% 392
2024
Q2 		$745K Sell
7,001
-851
-11% -$85.4K ﹤0.01% 388
2024
Q1 		$760K Buy
7,852
+1,666
+27% +$171K ﹤0.01% 385
2023
Q4 		$625K Sell
6,186
-928
-13% -$89.6K ﹤0.01% 396
2023
Q3 		$725K Buy
+7,114
New +$722K ﹤0.01% 372

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

TIAA Trust, National Association's NVS Position: Q2 2026 in Review

TIAA Trust, National Association sold out of Novartis (NVS) in Q2 2026, closing a stake of 123 shares — an estimated $18.8K sold.

TIAA Trust, National Association first reported a position in NVS in Q3 2023 and held it in 11 quarters. The position peaked at $1.16M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • TIAA Trust, National Association reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 123 Novartis shares in Q2 2026, an estimated $18.8K.
  • TIAA Trust, National Association first reported a position in Novartis in Q3 2023 and held it in 11 quarters.
  • TIAA Trust, National Association's Novartis position peaked at $1.16M in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.