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World Investment Advisors’s Novartis NVS Stock Holding History

World Investment Advisors’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 		$6.8M Buy
44,423
+204
+0.5% +$30.6K 0.11% 208
2026
Q1 		$6.75M Sell
44,219
-5,995
-12% -$919K 0.11% 210
2025
Q4 		$6.92M Buy
50,214
+5,719
+13% +$749K 0.11% 210
2025
Q3 		$5.71M Buy
44,495
+1,738
+4% +$212K 0.12% 193
2025
Q2 		$5.17M Buy
42,757
+1,286
+3% +$145K 0.12% 200
2025
Q1 		$4.62M Buy
41,471
+4,542
+12% +$484K 0.12% 202
2024
Q4 		$3.59M Buy
36,929
+3,258
+10% +$347K 0.1% 236
2024
Q3 		$3.87M Buy
+33,671
New +$3.82M 0.12% 193

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

World Investment Advisors's NVS Position: Q2 2026 in Review

World Investment Advisors increased its Novartis (NVS) stake by 0.46% in Q2 2026, buying an estimated $30.6K and bringing the position to 44,423 shares worth $6.8M. The position accounts for 0.11% of the portfolio, ranked #208.

World Investment Advisors first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.92M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • World Investment Advisors held 44,423 shares of Novartis worth $6.8M as of Q2 2026.
  • World Investment Advisors bought 204 Novartis shares in Q2 2026, an estimated $30.6K.
  • Novartis made up 0.11% of World Investment Advisors's portfolio in Q2 2026, its #208 holding.
  • World Investment Advisors first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Novartis position peaked at $6.92M in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.