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Ashton Thomas Securities’s Novartis NVS Stock Holding History

Ashton Thomas Securities’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 		– Sell
-22,962
Closed -$3.51M – 474
2026
Q1 		$3.51M Buy
+22,962
New +$3.52M 0.44% 52
2025
Q4 		– Sell
-34,439
Closed -$4.42M – 393
2025
Q3 		$4.42M Buy
+34,439
New +$4.2M 0.62% 40
2024
Q4 		– Sell
-29,001
Closed -$3.34M – 921
2024
Q3 		$3.34M Buy
29,001
+2,297
+9% +$261K 0.65% 35
2024
Q2 		$2.89M Buy
+26,704
New +$2.68M 0.7% 34

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

Ashton Thomas Securities's NVS Position: Q2 2026 in Review

Ashton Thomas Securities sold out of Novartis (NVS) in Q2 2026, closing a stake of 22,962 shares — an estimated $3.51M sold.

Ashton Thomas Securities first reported a position in NVS in Q2 2024 and held it in 4 quarters. The position peaked at $4.42M in Q3 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Ashton Thomas Securities reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Ashton Thomas Securities sold 22,962 Novartis shares in Q2 2026, an estimated $3.51M.
  • Ashton Thomas Securities first reported a position in Novartis in Q2 2024 and held it in 4 quarters.
  • Ashton Thomas Securities's Novartis position peaked at $4.42M in Q3 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.