Atwater Malick’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$200K Buy
+1,278
New +$192K 0.04% 121
2019
Q4
Sell
-900
Closed -$78K 149
2019
Q3
$78K Buy
+900
New +$80.8K 0.07% 57

Other funds holding NVS

Atwater Malick's NVS Position: Q2 2026 in Review

Atwater Malick opened a new position in Novartis (NVS) in Q2 2026: 1,278 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings. This is a return to the name: Atwater Malick previously reported a position in NVS as recently as Q3 2019.

Atwater Malick first reported a position in NVS in Q3 2019 and has held it in 2 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Atwater Malick held 1,278 shares of Novartis worth $200K as of Q2 2026.
  • Novartis was a new Atwater Malick position in Q2 2026.
  • Novartis made up 0.04% of Atwater Malick's portfolio in Q2 2026, its #121 holding.
  • Atwater Malick first reported a position in Novartis in Q3 2019 and has held it in 2 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.