Vann Equity Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$351K Buy
2,238
+7
+0.3% +$1.05K 0.21% 113
2026
Q1
$341K Buy
+2,231
New +$342K 0.24% 108

Other funds holding NVS

Vann Equity Management's NVS Position: Q2 2026 in Review

Vann Equity Management increased its Novartis (NVS) stake by 0.31% in Q2 2026, buying an estimated $1.05K and bringing the position to 2,238 shares worth $351K. The position accounts for 0.21% of the portfolio, ranked #113.

Vann Equity Management first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,594 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Vann Equity Management held 2,238 shares of Novartis worth $351K as of Q2 2026.
  • Vann Equity Management bought 7 Novartis shares in Q2 2026, an estimated $1.05K.
  • Novartis made up 0.21% of Vann Equity Management's portfolio in Q2 2026, its #113 holding.
  • Vann Equity Management first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.