Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.9M | Sell |
126,866
-19
| -0% | -$2.85K | ﹤0.01% | 945 |
|
|
2026
Q1 | $19.4M | Buy |
126,885
+104,729
| +473% | +$16.1M | ﹤0.01% | 893 |
|
|
2025
Q4 | $3.05M | Buy |
+22,156
| New | +$2.9M | ﹤0.01% | 1704 |
|
|
2022
Q1 | – | Sell |
-20,307
| Closed | -$1.78M | – | 2811 |
|
|
2021
Q4 | $1.78M | Buy |
20,307
+2,900
| +17% | +$241K | ﹤0.01% | 1926 |
|
|
2021
Q3 | $1.42M | Sell |
17,407
-2,400
| -12% | -$216K | ﹤0.01% | 1988 |
|
|
2021
Q2 | $1.81M | Buy |
19,807
+4,300
| +28% | +$383K | ﹤0.01% | 1901 |
|
|
2021
Q1 | $1.33M | Buy |
15,507
+2,330
| +18% | +$209K | ﹤0.01% | 1946 |
|
|
2020
Q4 | $1.24M | Buy |
13,177
+7,227
| +121% | +$632K | ﹤0.01% | 1883 |
|
|
2020
Q3 | $517K | Buy |
+5,950
| New | +$515K | ﹤0.01% | 2125 |
|
|
2020
Q2 | – | Sell |
-397,900
| Closed | -$32.8M | – | 2514 |
|
|
2020
Q1 | $32.8M | Buy |
397,900
+247,600
| +165% | +$22.1M | 0.02% | 569 |
|
|
2019
Q4 | $14.2M | Sell |
150,300
-42,547
| -22% | -$3.82M | 0.01% | 848 |
|
|
2019
Q3 | $16.8M | Sell |
192,847
-10,043
| -5% | -$902K | 0.01% | 810 |
|
|
2019
Q2 | $18.5M | Buy |
202,890
+111,880
| +123% | +$9.47M | 0.01% | 780 |
|
|
2019
Q1 | $7.84M | Sell |
91,010
-5,207
| -5% | -$418K | 0.01% | 1002 |
|
|
2018
Q4 | $7.4M | Buy |
96,217
+7,944
| +9% | +$618K | 0.01% | 952 |
|
|
2018
Q3 | $6.82M | Buy |
88,273
+83,828
| +1,886% | +$6.2M | 0.01% | 1046 |
|
|
2018
Q2 | $301K | Buy |
4,445
+141
| +3% | +$9.73K | ﹤0.01% | 2296 |
|
|
2018
Q1 | $312K | Sell |
4,304
-2,514
| -37% | -$191K | ﹤0.01% | 2192 |
|
|
2017
Q4 | $513K | Sell |
6,818
-25,967
| -79% | -$1.96M | ﹤0.01% | 1964 |
|
|
2017
Q3 | $2.52M | Buy |
32,785
+1,358
| +4% | +$103K | ﹤0.01% | 1311 |
|
|
2017
Q2 | $2.35M | Buy |
31,427
+1,063
| +4% | +$75.3K | ﹤0.01% | 1297 |
|
|
2017
Q1 | $2.02M | Sell |
30,364
-9,873
| -25% | -$658K | ﹤0.01% | 1349 |
|
|
2016
Q4 | $2.63M | Sell |
40,237
-3,181
| -7% | -$206K | ﹤0.01% | 1179 |
|
|
2016
Q3 | $3.07M | Sell |
43,418
-2,320
| -5% | -$169K | ﹤0.01% | 1201 |
|
|
2016
Q2 | $3.38M | Sell |
45,738
-39,521
| -46% | -$2.73M | ﹤0.01% | 1153 |
|
|
2016
Q1 | $5.53M | Buy |
85,259
+55,147
| +183% | +$3.75M | 0.01% | 998 |
|
|
2015
Q4 | $2.32M | Sell |
30,112
-154,824
| -84% | -$12.3M | ﹤0.01% | 1368 |
|
|
2015
Q3 | $15.2M | Buy |
184,936
+181
| +0.1% | +$16.1K | 0.02% | 759 |
|
|
2015
Q2 | $16.3M | Buy |
184,755
+4,768
| +3% | +$437K | 0.02% | 775 |
|
|
2015
Q1 | $15.9M | Buy |
179,987
+63
| +0% | +$5.59K | 0.02% | 767 |
|
|
2014
Q4 | $14.9M | Sell |
179,924
-13,510
| -7% | -$1.12M | 0.01% | 771 |
|
|
2014
Q3 | $16.3M | Sell |
193,434
-5,578
| -3% | -$451K | 0.02% | 732 |
|
|
2014
Q2 | $16.1M | Buy |
199,012
+13,348
| +7% | +$1.05M | 0.02% | 733 |
|
|
2014
Q1 | $14.1M | Sell |
185,664
-8,215
| -4% | -$599K | 0.02% | 747 |
|
|
2013
Q4 | $14M | Buy |
193,879
+10,781
| +6% | +$749K | 0.02% | 734 |
|
|
2013
Q3 | $12.6M | Sell |
183,098
-66
| -0% | -$4.37K | 0.02% | 736 |
|
|
2013
Q2 | $11.6M | Buy |
+183,164
| New | +$11.9M | 0.02% | 727 |
|
Other funds holding NVS
UBS AM's NVS Position: Q2 2026 in Review
UBS AM reduced its Novartis (NVS) stake by 0.01% in Q2 2026, selling an estimated $2.85K and leaving 126,866 shares worth $19.9M. The position accounts for ﹤0.01% of the portfolio, ranked #945.
UBS AM first reported a position in NVS in Q2 2013 and has held it in 37 quarters since. The position peaked at $32.8M in Q1 2020. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- UBS AM held 126,866 shares of Novartis worth $19.9M as of Q2 2026.
- UBS AM sold 19 Novartis shares in Q2 2026, an estimated $2.85K.
- Novartis made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #945 holding.
- UBS AM first reported a position in Novartis in Q2 2013 and has held it in 37 quarters since.
- UBS AM's Novartis position peaked at $32.8M in Q1 2020.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.