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Vestmark Advisory Solutions’s Novartis NVS Stock Holding History

Vestmark Advisory Solutions’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 		$12.7M Buy
81,258
+1,646
+2% +$247K 0.12% 187
2026
Q1 		$12.2M Sell
79,612
-14,670
-16% -$2.25M 0.13% 164
2025
Q4 		$13M Buy
94,282
+84,944
+910% +$11.1M 0.18% 115
2025
Q3 		$1.2M Sell
9,338
-4,293
-31% -$524K 0.02% 500
2025
Q2 		$1.65M Buy
13,631
+5,217
+62% +$588K 0.02% 405
2025
Q1 		$938K Sell
8,414
-150
-2% -$16K 0.02% 404
2024
Q4 		$833K Buy
8,564
+65
+0.8% +$6.93K 0.03% 352
2024
Q3 		$978K Sell
8,499
-3,402
-29% -$386K 0.04% 304
2024
Q2 		$1.27M Sell
11,901
-4,211
-26% -$423K 0.05% 294
2024
Q1 		$1.56M Sell
16,112
-754
-4% -$77.3K 0.07% 270
2023
Q4 		$1.7M Buy
16,866
+2,366
+16% +$228K 0.09% 241
2023
Q3 		$1.48M Sell
14,500
-31,950
-69% -$3.24M 0.11% 207
2023
Q2 		$4.69M Sell
46,450
-3,331
-7% -$333K 0.18% 147
2023
Q1 		$4.58M Buy
49,781
+96
+0.2% +$8.38K 0.2% 136
2022
Q4 		$4.51M Sell
49,685
-490
-1% -$41.3K 0.22% 125
2022
Q3 		$3.81M Buy
50,175
+15,117
+43% +$1.25M 0.21% 125
2022
Q2 		$2.96M Sell
35,058
-1,676
-5% -$147K 0.17% 153
2022
Q1 		$3.22M Buy
36,734
+5,558
+18% +$481K 0.18% 133
2021
Q4 		$2.73M Buy
31,176
+1,261
+4% +$105K 0.15% 157
2021
Q3 		$2.45M Buy
29,915
+1,948
+7% +$175K 0.17% 154
2021
Q2 		$2.55M Buy
27,967
+2,782
+11% +$248K 0.18% 137
2021
Q1 		$2.15M Sell
25,185
-2,576
-9% -$231K 0.19% 141
2020
Q4 		$2.62M Sell
27,761
-5,468
-16% -$478K 0.29% 92
2020
Q3 		$2.89M Sell
33,229
-675
-2% -$58.5K 0.39% 62
2020
Q2 		$2.96M Sell
33,904
-306
-0.9% -$26.4K 0.46% 44
2020
Q1 		$2.82M Sell
34,210
-130
-0.4% -$11.6K 0.55% 37
2019
Q4 		$3.25M Buy
34,340
+2,802
+9% +$251K 0.67% 36
2019
Q3 		$2.74M Buy
31,538
+2,376
+8% +$213K 0.44% 51
2019
Q2 		$2.66M Sell
29,162
-810
-3% -$68.6K 0.46% 47
2019
Q1 		$2.58M Buy
+29,972
New +$2.41M 0.46% 50

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

Vestmark Advisory Solutions's NVS Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Novartis (NVS) stake by 2.1% in Q2 2026, buying an estimated $247K and bringing the position to 81,258 shares worth $12.7M. The position accounts for 0.12% of the portfolio, ranked #187.

Vestmark Advisory Solutions first reported a position in NVS in Q1 2019 and has held it in 30 quarters since. The position peaked at $13M in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Vestmark Advisory Solutions held 81,258 shares of Novartis worth $12.7M as of Q2 2026.
  • Vestmark Advisory Solutions bought 1,646 Novartis shares in Q2 2026, an estimated $247K.
  • Novartis made up 0.12% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #187 holding.
  • Vestmark Advisory Solutions first reported a position in Novartis in Q1 2019 and has held it in 30 quarters since.
  • Vestmark Advisory Solutions's Novartis position peaked at $13M in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.