XF
NVS icon

XML Financial’s Novartis NVS Stock Holding History

XML Financial’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 		$843K Hold
5,376
– – 0.06% 207
2026
Q1 		$821K Sell
5,376
-110
-2% -$16.9K 0.07% 205
2025
Q4 		$756K Sell
5,486
-725
-12% -$94.9K 0.06% 208
2025
Q3 		$797K Sell
6,211
-3,418
-35% -$417K 0.06% 196
2025
Q2 		$1.17M Sell
9,629
-866
-8% -$97.6K 0.1% 166
2025
Q1 		$1.17M Buy
10,495
+40
+0.4% +$4.26K 0.11% 156
2024
Q4 		$1.02M Buy
10,455
+656
+7% +$70K 0.09% 171
2024
Q3 		$1.13M Buy
9,799
+551
+6% +$62.5K 0.1% 164
2024
Q2 		$985K Sell
9,248
-427
-4% -$42.9K 0.1% 168
2024
Q1 		$936K Sell
9,675
-2,415
-20% -$248K 0.1% 170
2023
Q4 		$1.22M Sell
12,090
-41
-0.3% -$3.96K 0.13% 142
2023
Q3 		$1.24M Buy
12,131
+137
+1% +$13.9K 0.15% 134
2023
Q2 		$1.21M Sell
11,994
-575
-5% -$57.5K 0.14% 140
2023
Q1 		$1.16M Sell
12,569
-420
-3% -$36.7K 0.14% 141
2022
Q4 		$1.18M Buy
12,989
+200
+2% +$16.8K 0.15% 136
2022
Q3 		$972K Buy
+12,789
New +$1.06M 0.13% 139
2022
Q2 		– Sell
-12,749
Closed -$1.12M – 302
2022
Q1 		$1.12M Buy
12,749
+3
+0% +$260 0.13% 149
2021
Q4 		$1.11M Hold
12,746
– – 0.13% 147
2021
Q3 		$1.04M Buy
+12,746
New +$1.15M 0.14% 143

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

XML Financial's NVS Position: Q2 2026 in Review

XML Financial held its Novartis (NVS) position steady in Q2 2026 at 5,376 shares worth $843K. The position accounts for 0.06% of the portfolio, ranked #207.

XML Financial first reported a position in NVS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q3 2023. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • XML Financial held 5,376 shares of Novartis worth $843K as of Q2 2026.
  • XML Financial left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.06% of XML Financial's portfolio in Q2 2026, its #207 holding.
  • XML Financial first reported a position in Novartis in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's Novartis position peaked at $1.24M in Q3 2023.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.