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Tidal Investments’s Novartis NVS Stock Holding History

Tidal Investments’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 		$14.4M Sell
91,944
-101,233
-52% -$15.2M 0.02% 557
2026
Q1 		$29.4M Sell
193,177
-33,079
-15% -$5.07M 0.06% 272
2025
Q4 		$31.2M Sell
226,256
-75,180
-25% -$9.85M 0.07% 221
2025
Q3 		$38.7M Buy
301,436
+292,595
+3,310% +$35.7M 0.08% 199
2025
Q2 		$1.07M Buy
8,841
+704
+9% +$79.3K 0.01% 1003
2025
Q1 		$907K Buy
8,137
+1,965
+32% +$209K 0.01% 1012
2024
Q4 		$601K Buy
6,172
+492
+9% +$52.5K ﹤0.01% 1287
2024
Q3 		$653K Buy
5,680
+1,114
+24% +$126K 0.01% 1254
2024
Q2 		$486K Buy
4,566
+1,681
+58% +$169K 0.01% 1321
2024
Q1 		$279K Buy
+2,885
New +$296K ﹤0.01% 1439

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

Tidal Investments's NVS Position: Q2 2026 in Review

Tidal Investments reduced its Novartis (NVS) stake by 52% in Q2 2026, selling an estimated $15.2M and leaving 91,944 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #557.

Tidal Investments first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.7M in Q3 2025. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Tidal Investments held 91,944 shares of Novartis worth $14.4M as of Q2 2026.
  • Tidal Investments sold 101,233 Novartis shares in Q2 2026, an estimated $15.2M.
  • Novartis made up 0.02% of Tidal Investments's portfolio in Q2 2026, its #557 holding.
  • Tidal Investments first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
  • Tidal Investments's Novartis position peaked at $38.7M in Q3 2025.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.