What smart money is saying about Novartis
NOVN.SW
No fund has written a full thesis on Novartis in our archive, but 1 fund letter reports a position in it — most recently Tweedy, Browne Fund Inc. in June 2026.
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Novartis on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- TrimmedTweedy, Browne Fund Inc.June 2026
“Several portfolio holdings which had reached or neared our estimate of intrinsic value were trimmed, including Nestle, Novartis, Roche, Embotelladora Andina, and Samsung Electronics.”
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Read the letters behind these Novartis positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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