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Aspen Grove Capital’s Novartis NVS Stock Holding History

Aspen Grove 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 		$376K Buy
2,397
+230
+11% +$34.5K 0.05% 137
2026
Q1 		$331K Buy
+2,167
New +$332K 0.06% 130
2025
Q3 		– Sell
-1,857
Closed -$225K – 235
2025
Q2 		$225K Buy
+1,857
New +$209K 0.04% 200
2024
Q4 		– Sell
-1,870
Closed -$215K – 213
2024
Q3 		$215K Sell
1,870
-326
-15% -$37K 0.05% 184
2024
Q2 		$234K Sell
2,196
-316
-13% -$31.7K 0.06% 171
2024
Q1 		$249K Buy
2,512
+29
+1% +$2.97K 0.07% 161
2023
Q4 		$251K Sell
2,483
-393
-14% -$37.9K 0.08% 144
2023
Q3 		$293K Buy
2,876
+203
+8% +$20.6K 0.11% 122
2023
Q2 		$270K Buy
2,673
+185
+7% +$18.5K 0.09% 154
2023
Q1 		$229K Buy
+2,488
New +$217K 0.1% 127

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

Aspen Grove Capital's NVS Position: Q2 2026 in Review

Aspen Grove Capital increased its Novartis (NVS) stake by 11% in Q2 2026, buying an estimated $34.5K and bringing the position to 2,397 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #137.

Aspen Grove Capital first reported a position in NVS in Q1 2023 and has held it in 10 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Aspen Grove Capital held 2,397 shares of Novartis worth $376K as of Q2 2026.
  • Aspen Grove Capital bought 230 Novartis shares in Q2 2026, an estimated $34.5K.
  • Novartis made up 0.05% of Aspen Grove Capital's portfolio in Q2 2026, its #137 holding.
  • Aspen Grove Capital first reported a position in Novartis in Q1 2023 and has held it in 10 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.