Vanguard Personalized Indexing Management’s Novartis NVS Stock Holding History

Vanguard Personalized Indexing 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	$19.8M	Buy	126,054 +5,419	+4%	+$812K	0.16%	88
2026 Q1	$18.4M	Sell	120,635 -9,764	-7%	-$1.5M	0.18%	84
2025 Q4	$18M	Sell	130,399 -2,137	-2%	-$280K	0.18%	88
2025 Q3	$17M	Buy	132,536 +6,924	+6%	+$845K	0.17%	90
2025 Q2	$15.2M	Buy	125,612 +16,063	+15%	+$1.81M	0.17%	96
2025 Q1	$12.2M	Buy	109,549 +22,062	+25%	+$2.35M	0.18%	96
2024 Q4	$8.51M	Sell	87,487 -10,262	-10%	-$1.09M	0.13%	125
2024 Q3	$11.2M	Buy	97,749 +27,975	+40%	+$3.17M	0.18%	94
2024 Q2	$7.32M	Buy	69,774 +11,355	+19%	+$1.14M	0.14%	118
2024 Q1	$5.65M	Buy	58,419 +8,348	+17%	+$856K	0.12%	149
2023 Q4	$5.06M	Sell	50,071 -1,347	-3%	-$130K	0.13%	130
2023 Q3	$5.24M	Buy	51,418 +3,348	+7%	+$340K	0.16%	109
2023 Q2	$4.85M	Buy	48,070 +5,672	+13%	+$567K	0.15%	115
2023 Q1	$3.9M	Buy	42,398 +6,519	+18%	+$569K	0.14%	136
2022 Q4	$3.25M	Buy	35,879 +3,876	+12%	+$326K	0.13%	145
2022 Q3	$2.43M	Buy	32,003 +1,088	+4%	+$90.2K	0.11%	181
2022 Q2	$2.61M	Buy	30,915 +10,000	+48%	+$877K	0.12%	159
2022 Q1	$1.83M	Buy	20,915 +9,054	+76%	+$784K	0.09%	215
2021 Q4	$1.04M	Buy	11,861 +2,050	+21%	+$170K	0.06%	370
2021 Q3	$802K	Sell	9,811 -51	-0.5%	-$4.59K	0.07%	298
2021 Q2	$900K	Sell	9,862 -2,761	-22%	-$246K	0.09%	235
2021 Q1	$1.08M	Sell	12,623 -2,364	-16%	-$212K	0.16%	137
2020 Q4	$1.42M	Buy	14,987 +41	+0.3%	+$3.58K	0.31%	70
2020 Q3	$1.3M	Buy	14,946 +1,960	+15%	+$170K	0.36%	58
2020 Q2	$1.13M	Buy	12,986 +2,472	+24%	+$213K	0.51%	40
2020 Q1	$867K	Buy	+10,514	New	+$938K	0.51%	49

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Personalized Indexing Management's NVS Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Novartis (NVS) stake by 4.5% in Q2 2026, buying an estimated $812K and bringing the position to 126,054 shares worth $19.8M. The position accounts for 0.16% of the portfolio, ranked #88.

Vanguard Personalized Indexing Management first reported a position in NVS in Q1 2020 and has held it in 26 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Vanguard Personalized Indexing Management held 126,054 shares of Novartis worth $19.8M as of Q2 2026.
Vanguard Personalized Indexing Management bought 5,419 Novartis shares in Q2 2026, an estimated $812K.
Novartis made up 0.16% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #88 holding.
Vanguard Personalized Indexing Management first reported a position in Novartis in Q1 2020 and has held it in 26 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.