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Vise Technologies’s Novartis NVS Stock Holding History

Vise Technologies’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 		$6.95M Buy
44,366
+8,089
+22% +$1.21M 0.08% 207
2026
Q1 		$5M Hold
36,277
– – 0.1% 167
2025
Q4 		$5M Buy
36,277
+16,913
+87% +$2.21M 0.1% 168
2025
Q3 		$2.48M Sell
19,364
-8,263
-30% -$1.01M 0.09% 210
2025
Q2 		$3.34M Buy
+27,627
New +$3.11M 0.14% 161
2024
Q4 		$1.75M Buy
18,007
+1,302
+8% +$139K 0.15% 149
2024
Q3 		$1.92M Buy
16,705
+340
+2% +$38.6K 0.24% 90
2024
Q2 		$1.74M Buy
16,365
+686
+4% +$68.9K 0.31% 73
2024
Q1 		$1.52M Sell
15,679
-641
-4% -$65.7K 0.3% 81
2023
Q4 		$1.65M Buy
16,320
+817
+5% +$78.9K 0.35% 73
2023
Q3 		$1.58M Sell
15,503
-599
-4% -$60.8K 0.39% 68
2023
Q2 		$1.62M Buy
16,102
+1,627
+11% +$163K 0.39% 60
2023
Q1 		$1.33M Buy
14,475
+509
+4% +$44.5K 0.35% 67
2022
Q4 		$1.27M Buy
13,966
+1,452
+12% +$122K 0.4% 55
2022
Q3 		$951K Buy
12,514
+2,610
+26% +$216K 0.36% 56
2022
Q2 		$837K Buy
9,904
+3,547
+56% +$311K 0.32% 71
2022
Q1 		$558K Buy
6,357
+3,845
+153% +$333K 0.21% 119
2021
Q4 		$220K Buy
+2,512
New +$209K 0.06% 126

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

Vise Technologies's NVS Position: Q2 2026 in Review

Vise Technologies increased its Novartis (NVS) stake by 22% in Q2 2026, buying an estimated $1.21M and bringing the position to 44,366 shares worth $6.95M. The position accounts for 0.08% of the portfolio, ranked #207.

Vise Technologies first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Vise Technologies held 44,366 shares of Novartis worth $6.95M as of Q2 2026.
  • Vise Technologies bought 8,089 Novartis shares in Q2 2026, an estimated $1.21M.
  • Novartis made up 0.08% of Vise Technologies's portfolio in Q2 2026, its #207 holding.
  • Vise Technologies first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.