NVS NOVARTIS AG-SPONSORED ADR
2026Q2 · CUSIP 66987V109 · Sector: Healthcare & Biotech
Funds leaving and price falling — historically weak for the next six months
1,573 funds held NVS at the end of 2026Q2, down 11 from the quarter before. Buying is stronger than only 12.2% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $54.5B(YoY +8.4%), the P/E is 19.2x. NVS has had 26 buying rushes in its history, and the price moved +3.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.
How many funds owned it, quarter by quarter
Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.
What happened after each past buying rush 26 times in its history
| Quarter of the rush | How unusual then | Price, next 3 months | Price, next 6 months |
|---|---|---|---|
| 2026Q1 | Top 5% | +4.3% | — |
| 2025Q4 | Top 5% | -4.9% | -5.4% |
| 2025Q2 | Top 10% | +5.6% | +5.8% |
| 2025Q1 | Top 20% | +10.3% | +12.9% |
| 2024Q4 | Top 20% | +9.0% | +7.8% |
| 2024Q2 | Top 5% | -0.2% | -9.9% |
| 2023Q4 | Top 10% | +0.4% | +6.2% |
| 2023Q3 | Top 10% | +11.4% | +9.2% |
These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.
Show all the numbers (large funds, value held, options…) ▾ Collapse ▴
These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.
8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.
Fundamentals
As of 2025-12-31 · SEC filings (XBRL)
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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.