Visionary Horizons
NVS icon

Visionary Horizons’s Novartis NVS Stock Holding History

Visionary Horizons’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
Q3 		$664K Buy
4,660
+24
+0.5% +$3.64K 0.26% 63
2026
Q2 		$727K Sell
4,636
-44
-0.9% -$6.6K 0.3% 56
2026
Q1 		$715K Buy
4,680
+10
+0.2% +$1.53K 0.35% 51
2025
Q4 		$644K Sell
4,670
-160
-3% -$21K 0.33% 58
2025
Q3 		$619K Sell
4,830
-290
-6% -$35.4K 0.35% 59
2025
Q2 		$620K Sell
5,120
-240
-4% -$27.1K 0.39% 53
2025
Q1 		$598K Sell
5,360
-720
-12% -$76.7K 0.42% 48
2024
Q4 		$592K Sell
6,080
-180
-3% -$19.2K 0.39% 46
2024
Q3 		$720K Sell
6,260
-40
-0.6% -$4.54K 0.48% 32
2024
Q2 		$671K Sell
6,300
-5
-0.1% -$502 0.49% 29
2024
Q1 		$590K Sell
6,305
-265
-4% -$27.2K 0.46% 35
2023
Q4 		$663K Buy
+6,570
New +$634K 0.54% 27

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Visionary Horizons's NVS Position: Q3 2026 in Review

Visionary Horizons increased its Novartis (NVS) stake by 0.52% in Q3 2026, buying an estimated $3.64K and bringing the position to 4,660 shares worth $664K. The position accounts for 0.26% of the portfolio, ranked #63.

Visionary Horizons first reported a position in NVS in Q4 2023 and has held it in 12 quarters since. The position peaked at $727K in Q2 2026. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Visionary Horizons held 4,660 shares of Novartis worth $664K as of Q3 2026.
  • Visionary Horizons bought 24 Novartis shares in Q3 2026, an estimated $3.64K.
  • Novartis made up 0.26% of Visionary Horizons's portfolio in Q3 2026, its #63 holding.
  • Visionary Horizons first reported a position in Novartis in Q4 2023 and has held it in 12 quarters since.
  • Visionary Horizons's Novartis position peaked at $727K in Q2 2026.
  • 1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.