Argyle Capital Partners’s Novartis NVS Stock Holding History

Argyle Capital Partners’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	$642K	Hold	4,094	–	–	0.4%	77
2026 Q1	$625K	Buy	4,094 +33	+0.8%	+$5.06K	0.45%	74
2025 Q4	$560K	Hold	4,061	–	–	0.41%	76
2025 Q3	$521K	Hold	4,061	–	–	0.37%	77
2025 Q2	$491K	Hold	4,061	–	–	0.4%	73
2025 Q1	$453K	Hold	4,061	–	–	0.39%	74
2024 Q4	$395K	Buy	+4,061	New	+$433K	0.34%	87

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

Argyle Capital Partners's NVS Position: Q2 2026 in Review

Argyle Capital Partners held its Novartis (NVS) position steady in Q2 2026 at 4,094 shares worth $642K. The position accounts for 0.4% of the portfolio, ranked #77.

Argyle Capital Partners first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Argyle Capital Partners held 4,094 shares of Novartis worth $642K as of Q2 2026.
Argyle Capital Partners left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.4% of Argyle Capital Partners's portfolio in Q2 2026, its #77 holding.
Argyle Capital Partners first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.