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West Family Investments’s Novartis NVS Stock Holding History

West Family Investments’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 		$930K Sell
5,931
-272
-4% -$40.8K 0.27% 63
2026
Q1 		$948K Sell
6,203
-6,519
-51% -$999K 0.33% 50
2025
Q4 		$1.75M Sell
12,722
-198
-2% -$25.9K 0.41% 40
2025
Q3 		$1.66M Buy
12,920
+154
+1% +$18.8K 0.37% 48
2025
Q2 		$1.54M Buy
12,766
+2,757
+28% +$311K 0.4% 41
2025
Q1 		$1.12M Hold
10,009
– – 0.42% 45
2024
Q4 		$974K Buy
10,009
+270
+3% +$28.8K 0.34% 58
2024
Q3 		$1.12M Buy
9,739
+1,927
+25% +$219K 0.38% 55
2024
Q2 		$832K Sell
7,812
-57
-0.7% -$5.72K 0.25% 73
2024
Q1 		$761K Buy
7,869
+284
+4% +$29.1K 0.24% 79
2023
Q4 		$766K Buy
7,585
+144
+2% +$13.9K 0.26% 76
2023
Q3 		$758K Sell
7,441
-961
-11% -$97.5K 0.26% 74
2023
Q2 		$848K Buy
8,402
+562
+7% +$56.2K 0.33% 66
2023
Q1 		$721K Buy
7,840
+94
+1% +$8.21K 0.29% 74
2022
Q4 		$703K Sell
7,746
-4,142
-35% -$349K 0.24% 75
2022
Q3 		$904K Buy
11,888
+2,563
+27% +$212K 0.38% 60
2022
Q2 		$788K Buy
+9,325
New +$818K 0.31% 63
2021
Q4 		– Sell
-15,458
Closed -$1.26M – 363
2021
Q3 		$1.26M Buy
15,458
+3,413
+28% +$307K 0.33% 51
2021
Q2 		$1.1M Buy
+12,045
New +$1.07M 0.3% 49

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

West Family Investments's NVS Position: Q2 2026 in Review

West Family Investments reduced its Novartis (NVS) stake by 4.4% in Q2 2026, selling an estimated $40.8K and leaving 5,931 shares worth $930K. The position accounts for 0.27% of the portfolio, ranked #63.

West Family Investments first reported a position in NVS in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • West Family Investments held 5,931 shares of Novartis worth $930K as of Q2 2026.
  • West Family Investments sold 272 Novartis shares in Q2 2026, an estimated $40.8K.
  • Novartis made up 0.27% of West Family Investments's portfolio in Q2 2026, its #63 holding.
  • West Family Investments first reported a position in Novartis in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Novartis position peaked at $1.75M in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.