Abound Financial’s Novartis NVS Stock Holding History

Abound 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	$121K	Sell	771 -16	-2%	-$2.4K	0.05%	83
2026 Q1	$120K	Sell	787 -61	-7%	-$9.35K	0.05%	76
2025 Q4	$117K	Buy	+848	New	+$111K	0.05%	84
2025 Q2	–	Sell	-932	Closed	-$104K	–	195
2025 Q1	$104K	Buy	+932	New	+$99.2K	0.05%	90

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Abound Financial's NVS Position: Q2 2026 in Review

Abound Financial reduced its Novartis (NVS) stake by 2% in Q2 2026, selling an estimated $2.4K and leaving 771 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #83.

Abound Financial first reported a position in NVS in Q1 2025 and has held it in 4 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Abound Financial held 771 shares of Novartis worth $121K as of Q2 2026.
Abound Financial sold 16 Novartis shares in Q2 2026, an estimated $2.4K.
Novartis made up 0.05% of Abound Financial's portfolio in Q2 2026, its #83 holding.
Abound Financial first reported a position in Novartis in Q1 2025 and has held it in 4 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.