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Wellington-Altus USA’s Novartis NVS Stock Holding History

Wellington-Altus USA’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 		$33.8K Hold
221
– – 0.02% 388
2026
Q1 		$34.6K Sell
221
-146
-40% -$22.4K 0.02% 417
2025
Q4 		$50.6K Buy
+367
New +$48.1K 0.04% 291

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

Wellington-Altus USA's NVS Position: Q2 2026 in Review

Wellington-Altus USA held its Novartis (NVS) position steady in Q2 2026 at 221 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #388.

Wellington-Altus USA first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.6K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Wellington-Altus USA held 221 shares of Novartis worth $33.8K as of Q2 2026.
  • Wellington-Altus USA left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #388 holding.
  • Wellington-Altus USA first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Novartis position peaked at $50.6K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.