VVP
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Venture Visionary Partners’s Novartis NVS Stock Holding History

Venture Visionary Partners’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 		$1.47M Sell
9,396
-91
-1% -$13.6K 0.04% 293
2026
Q1 		$1.45M Sell
9,487
-316
-3% -$48.4K 0.05% 268
2025
Q4 		$1.35M Sell
9,803
-747
-7% -$97.8K 0.04% 273
2025
Q3 		$1.35M Sell
10,550
-364
-3% -$44.4K 0.05% 261
2025
Q2 		$1.32M Hold
10,914
– – 0.05% 255
2025
Q1 		$1.22M Sell
10,914
-22
-0.2% -$2.34K 0.05% 258
2024
Q4 		$1.06M Buy
10,936
+26
+0.2% +$2.77K 0.05% 261
2024
Q3 		$1.25M Sell
10,910
-596
-5% -$67.6K 0.05% 249
2024
Q2 		$1.22M Sell
11,506
-38
-0.3% -$3.81K 0.06% 252
2024
Q1 		$1.12M Buy
11,544
+400
+4% +$41K 0.05% 262
2023
Q4 		$1.13M Sell
11,144
-123
-1% -$11.9K 0.06% 240
2023
Q3 		$1.15M Hold
11,267
– – 0.07% 230
2023
Q2 		$1.14M Sell
11,267
-729
-6% -$72.9K 0.07% 224
2023
Q1 		$1.1M Sell
11,996
-967
-7% -$84.5K 0.07% 218
2022
Q4 		$1.18M Buy
12,963
+1,011
+8% +$85.2K 0.09% 193
2022
Q3 		$908K Sell
11,952
-82
-0.7% -$6.8K 0.07% 218
2022
Q2 		$1.02M Sell
12,034
-555
-4% -$48.7K 0.08% 198
2022
Q1 		$1.1M Sell
12,589
-432
-3% -$37.4K 0.07% 206
2021
Q4 		$1.14M Sell
13,021
-655
-5% -$54.4K 0.07% 210
2021
Q3 		$1.09M Sell
13,676
-910
-6% -$81.9K 0.08% 206
2021
Q2 		$1.33M Sell
14,586
-2,420
-14% -$216K 0.11% 171
2021
Q1 		$1.45M Sell
17,006
-773
-4% -$69.4K 0.12% 151
2020
Q4 		$1.68M Buy
17,779
+12,367
+229% +$1.08M 0.18% 103
2020
Q3 		$489K Buy
5,412
+1,914
+55% +$166K 0.12% 106
2020
Q2 		$305K Buy
3,498
+988
+39% +$85.3K 0.09% 130
2020
Q1 		$206K Buy
2,510
+212
+9% +$18.9K 0.08% 139
2019
Q4 		$217K Buy
+2,298
New +$206K 0.07% 157

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Venture Visionary Partners's NVS Position: Q2 2026 in Review

Venture Visionary Partners reduced its Novartis (NVS) stake by 0.96% in Q2 2026, selling an estimated $13.6K and leaving 9,396 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #293.

Venture Visionary Partners first reported a position in NVS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.68M in Q4 2020. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Venture Visionary Partners held 9,396 shares of Novartis worth $1.47M as of Q2 2026.
  • Venture Visionary Partners sold 91 Novartis shares in Q2 2026, an estimated $13.6K.
  • Novartis made up 0.04% of Venture Visionary Partners's portfolio in Q2 2026, its #293 holding.
  • Venture Visionary Partners first reported a position in Novartis in Q4 2019 and has held it in 27 quarters since.
  • Venture Visionary Partners's Novartis position peaked at $1.68M in Q4 2020.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.