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Acorn Creek Capital’s Novartis NVS Stock Holding History

Acorn Creek Capital’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 		$584K Sell
3,727
-93
-2% -$13.9K 0.2% 32
2026
Q1 		$584K Buy
3,820
+93
+2% +$14.3K 0.21% 31
2025
Q4 		$514K Buy
3,727
+45
+1% +$5.89K 0.18% 32
2025
Q3 		$472K Buy
3,682
+47
+1% +$5.74K 0.18% 37
2025
Q2 		$440K Buy
3,635
+124
+4% +$14K 0.18% 35
2025
Q1 		$391K Buy
3,511
+143
+4% +$15.2K 0.2% 40
2024
Q4 		$328K Sell
3,368
-20
-0.6% -$2.13K 0.17% 48
2024
Q3 		$390K Buy
3,388
+77
+2% +$8.74K 0.21% 39
2024
Q2 		$352K Buy
3,311
+305
+10% +$30.6K 0.21% 40
2024
Q1 		$291K Sell
3,006
-80
-3% -$8.2K 0.18% 47
2023
Q4 		$312K Buy
+3,086
New +$298K 0.14% 52

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

Acorn Creek Capital's NVS Position: Q2 2026 in Review

Acorn Creek Capital reduced its Novartis (NVS) stake by 2.4% in Q2 2026, selling an estimated $13.9K and leaving 3,727 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #32.

Acorn Creek Capital first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Acorn Creek Capital held 3,727 shares of Novartis worth $584K as of Q2 2026.
  • Acorn Creek Capital sold 93 Novartis shares in Q2 2026, an estimated $13.9K.
  • Novartis made up 0.2% of Acorn Creek Capital's portfolio in Q2 2026, its #32 holding.
  • Acorn Creek Capital first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.