Wellington Group’s Novartis NVS Stock Holding History

Wellington Group’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	–	Sell	-309	Closed	-$47.2K	–	300
2026 Q1	$47.2K	Sell	309 -262	-46%	-$40.2K	0.01%	272
2025 Q4	$78.7K	Buy	+571	New	+$74.8K	0.03%	207

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Group's NVS Position: Q2 2026 in Review

Wellington Group sold out of Novartis (NVS) in Q2 2026, closing a stake of 309 shares — an estimated $47.2K sold.

Wellington Group first reported a position in NVS in Q4 2025 and held it in 2 quarters. The position peaked at $78.7K in Q4 2025. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Wellington Group reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 309 Novartis shares in Q2 2026, an estimated $47.2K.
Wellington Group first reported a position in Novartis in Q4 2025 and held it in 2 quarters.
Wellington Group's Novartis position peaked at $78.7K in Q4 2025.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.