V-Square Quantitative Management’s Novartis NVS Stock Holding History

V-Square Quantitative 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	$247K	Sell	1,573 -11,947	-88%	-$1.79M	0.02%	500
2026 Q1	$2.07M	Buy	13,520 +1,040	+8%	+$159K	0.22%	72
2025 Q4	$1.72M	Buy	12,480 +459	+4%	+$60.1K	0.18%	85
2025 Q3	$1.54M	Buy	12,021 +184	+2%	+$22.5K	0.26%	75
2025 Q2	$1.43M	Buy	11,837 +180	+2%	+$20.3K	0.19%	105
2025 Q1	$1.3M	Buy	11,657 +484	+4%	+$51.5K	0.19%	113
2024 Q4	$1.09M	Buy	11,173 +2,538	+29%	+$271K	0.15%	136
2024 Q3	$993K	Hold	8,635	–	–	0.15%	136
2024 Q2	$924K	Buy	8,635 +240	+3%	+$24.1K	0.15%	124
2024 Q1	$804K	Hold	8,395	–	–	0.11%	155
2023 Q4	$848K	Buy	+8,395	New	+$810K	0.15%	106

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

V-Square Quantitative Management's NVS Position: Q2 2026 in Review

V-Square Quantitative Management reduced its Novartis (NVS) stake by 88% in Q2 2026, selling an estimated $1.79M and leaving 1,573 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #500.

V-Square Quantitative Management first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q1 2026. 656 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

V-Square Quantitative Management held 1,573 shares of Novartis worth $247K as of Q2 2026.
V-Square Quantitative Management sold 11,947 Novartis shares in Q2 2026, an estimated $1.79M.
Novartis made up 0.02% of V-Square Quantitative Management's portfolio in Q2 2026, its #500 holding.
V-Square Quantitative Management first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
V-Square Quantitative Management's Novartis position peaked at $2.07M in Q1 2026.
656 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.