TAM
NVS icon

Todd Asset Management’s Novartis NVS Stock Holding History

Todd Asset 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 		$49.7M Sell
317,429
-114,578
-27% -$17.2M 0.88% 51
2026
Q1 		$66M Sell
432,007
-2,239
-0.5% -$343K 1.29% 19
2025
Q4 		$59.9M Sell
434,246
-5,633
-1% -$738K 1.17% 25
2025
Q3 		$56.4M Buy
439,879
+23,978
+6% +$2.93M 1.14% 26
2025
Q2 		$50.3M Buy
415,901
+19,391
+5% +$2.19M 1.09% 28
2025
Q1 		$44.2M Buy
396,510
+5,329
+1% +$567K 1.04% 31
2024
Q4 		$38.1M Sell
391,181
-3,157
-0.8% -$337K 0.91% 47
2024
Q3 		$45.4M Sell
394,338
-2,373
-0.6% -$269K 1.06% 29
2024
Q2 		$42.2M Buy
396,711
+100,465
+34% +$10.1M 0.88% 31
2024
Q1 		$28.7M Buy
+296,246
New +$30.4M 0.59% 82
2016
Q3 		– Sell
-3,716
Closed -$275K – 217
2016
Q2 		$275K Hold
3,716
– – 0.01% 198
2016
Q1 		$241K Sell
3,716
-95,833
-96% -$6.52M 0.01% 208
2015
Q4 		$7.67M Sell
99,549
-19,767
-17% -$1.57M 0.23% 138
2015
Q3 		$9.83M Sell
119,316
-92,487
-44% -$8.23M 0.31% 116
2015
Q2 		$18.7M Buy
211,803
+18,294
+9% +$1.68M 0.51% 62
2015
Q1 		$17.1M Buy
193,509
+3,288
+2% +$292K 0.48% 62
2014
Q4 		$15.8M Sell
190,221
-834
-0.4% -$69.1K 0.44% 69
2014
Q3 		$16.1M Buy
191,055
+3,160
+2% +$256K 0.46% 68
2014
Q2 		$15.2M Sell
187,895
-20,406
-10% -$1.61M 0.43% 77
2014
Q1 		$15.9M Sell
208,301
-317,418
-60% -$23.1M 0.46% 72
2013
Q4 		$37.9M Sell
525,719
-32,458
-6% -$2.26M 1.1% 34
2013
Q3 		$38.4M Sell
558,177
-32,095
-5% -$2.12M 1.18% 34
2013
Q2 		$37.4M Buy
+590,272
New +$38.4M 1.22% 29

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

Todd Asset Management's NVS Position: Q2 2026 in Review

Todd Asset Management reduced its Novartis (NVS) stake by 27% in Q2 2026, selling an estimated $17.2M and leaving 317,429 shares worth $49.7M. The position accounts for 0.88% of the portfolio, ranked #51.

Todd Asset Management first reported a position in NVS in Q2 2013 and has held it in 23 quarters since. The position peaked at $66M in Q1 2026. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Todd Asset Management held 317,429 shares of Novartis worth $49.7M as of Q2 2026.
  • Todd Asset Management sold 114,578 Novartis shares in Q2 2026, an estimated $17.2M.
  • Novartis made up 0.88% of Todd Asset Management's portfolio in Q2 2026, its #51 holding.
  • Todd Asset Management first reported a position in Novartis in Q2 2013 and has held it in 23 quarters since.
  • Todd Asset Management's Novartis position peaked at $66M in Q1 2026.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.