Agate Pass Investment Management’s Novartis NVS Stock Holding History

Agate Pass 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	$1.56M	Hold	9,950	–	–	0.57%	50
2026 Q1	$1.52M	Hold	9,950	–	–	0.59%	50
2025 Q4	$1.37M	Sell	9,950 -1,100	-10%	-$144K	0.51%	53
2025 Q3	$1.42M	Hold	11,050	–	–	0.54%	55
2025 Q2	$1.34M	Hold	11,050	–	–	0.55%	54
2025 Q1	$1.23M	Buy	11,050 +3,835	+53%	+$408K	0.53%	58
2024 Q4	$702K	Buy	+7,215	New	+$769K	0.32%	76

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

Agate Pass Investment Management's NVS Position: Q2 2026 in Review

Agate Pass Investment Management held its Novartis (NVS) position steady in Q2 2026 at 9,950 shares worth $1.56M. The position accounts for 0.57% of the portfolio, ranked #50.

Agate Pass Investment Management first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Agate Pass Investment Management held 9,950 shares of Novartis worth $1.56M as of Q2 2026.
Agate Pass Investment Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.57% of Agate Pass Investment Management's portfolio in Q2 2026, its #50 holding.
Agate Pass Investment Management first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.