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University of Texas/Texas AM Investment Management Co (UTIMCO)’s Novartis NVS Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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 		$771K Sell
4,919
-16,422
-77% -$2.46M 0.09% 103
2026
Q1 		$3.26M Buy
21,341
+17,470
+451% +$2.68M 0.47% 40
2025
Q4 		$534K Sell
3,871
-2,295
-37% -$301K 0.08% 122
2025
Q3 		$791K Buy
+6,166
New +$752K 0.11% 88
2022
Q4 		– Sell
-14
Closed -$1K – 66
2022
Q3 		$1K Buy
+14
New +$1.16K ﹤0.01% 32

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s NVS Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) reduced its Novartis (NVS) stake by 77% in Q2 2026, selling an estimated $2.46M and leaving 4,919 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #103.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in NVS in Q3 2022 and has held it in 5 quarters since. The position peaked at $3.26M in Q1 2026. 1,271 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) held 4,919 shares of Novartis worth $771K as of Q2 2026.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) sold 16,422 Novartis shares in Q2 2026, an estimated $2.46M.
  • Novartis made up 0.09% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #103 holding.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Novartis in Q3 2022 and has held it in 5 quarters since.
  • University of Texas/Texas AM Investment Management Co (UTIMCO)'s Novartis position peaked at $3.26M in Q1 2026.
  • 1,271 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.