Advyzon Investment Management’s Novartis NVS Stock Holding History

Advyzon Investment Management’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	$487K	Buy	3,105 +418	+16%	+$62.7K	0.04%	486
2026 Q1	$410K	Buy	+2,687	New	+$412K	0.04%	451
2025 Q3	–	Sell	-1,885	Closed	-$228K	–	491
2025 Q2	$228K	Buy	+1,885	New	+$212K	0.05%	334

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

Advyzon Investment Management's NVS Position: Q2 2026 in Review

Advyzon Investment Management increased its Novartis (NVS) stake by 16% in Q2 2026, buying an estimated $62.7K and bringing the position to 3,105 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #486.

Advyzon Investment Management first reported a position in NVS in Q2 2025 and has held it in 3 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Advyzon Investment Management held 3,105 shares of Novartis worth $487K as of Q2 2026.
Advyzon Investment Management bought 418 Novartis shares in Q2 2026, an estimated $62.7K.
Novartis made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #486 holding.
Advyzon Investment Management first reported a position in Novartis in Q2 2025 and has held it in 3 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.