Vident Advisory’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
$6.69M Buy
42,672
+856
+2% +$128K 0.05% 311
2026
Q1
$6.39M Buy
41,816
+4,794
+13% +$735K 0.05% 286
2025
Q4
$5.1M Sell
37,022
-452
-1% -$59.2K 0.05% 323
2025
Q3
$4.81M Buy
37,474
+4,316
+13% +$527K 0.05% 315
2025
Q2
$4.01M Buy
33,158
+290
+0.9% +$32.7K 0.05% 324
2025
Q1
$3.66M Buy
32,868
+7,531
+30% +$802K 0.05% 299
2024
Q4
$2.47M Buy
25,337
+2,837
+13% +$303K 0.04% 365
2024
Q3
$2.59M Buy
22,500
+3,457
+18% +$392K 0.07% 326
2024
Q2
$2.03M Buy
19,043
+3,983
+26% +$400K 0.06% 365
2024
Q1
$1.46M Buy
15,060
+1,834
+14% +$188K 0.03% 469
2023
Q4
$1.34M Buy
13,226
+1,487
+13% +$144K 0.03% 479
2023
Q3
$1.2M Buy
+11,739
New +$1.19M 0.04% 462

Other funds holding NVS

Vident Advisory's NVS Position: Q2 2026 in Review

Vident Advisory increased its Novartis (NVS) stake by 2% in Q2 2026, buying an estimated $128K and bringing the position to 42,672 shares worth $6.69M. The position accounts for 0.05% of the portfolio, ranked #311.

Vident Advisory first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Vident Advisory held 42,672 shares of Novartis worth $6.69M as of Q2 2026.
  • Vident Advisory bought 856 Novartis shares in Q2 2026, an estimated $128K.
  • Novartis made up 0.05% of Vident Advisory's portfolio in Q2 2026, its #311 holding.
  • Vident Advisory first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.