Ausdal Financial Partners’s Novartis NVS Stock Holding History

Ausdal Financial 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	$707K	Buy	4,509 +467	+12%	+$70K	0.03%	518
2026 Q1	$617K	Buy	4,042 +2,003	+98%	+$307K	0.03%	518
2025 Q4	$281K	Buy	2,039 +48	+2%	+$6.29K	0.01%	760
2025 Q3	$255K	Buy	+1,991	New	+$243K	0.01%	796
2018 Q4	–	Sell	-6,868	Closed	-$530K	–	352
2018 Q3	$530K	Buy	6,868 +2,181	+47%	+$161K	0.15%	181
2018 Q2	$317K	Buy	4,687 +410	+10%	+$28.3K	0.1%	266
2018 Q1	$310K	Buy	4,277 +757	+22%	+$57.6K	0.11%	243
2017 Q4	$265K	Buy	3,520 +394	+13%	+$29.7K	0.1%	278
2017 Q3	$240K	Buy	+3,126	New	+$236K	0.1%	273
2016 Q1	–	Sell	-179	Closed	-$14K	–	764
2015 Q4	$14K	Buy	+179	New	+$14.2K	0.01%	821

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

Ausdal Financial Partners's NVS Position: Q2 2026 in Review

Ausdal Financial Partners increased its Novartis (NVS) stake by 12% in Q2 2026, buying an estimated $70K and bringing the position to 4,509 shares worth $707K. The position accounts for 0.03% of the portfolio, ranked #518.

Ausdal Financial Partners first reported a position in NVS in Q4 2015 and has held it in 10 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Ausdal Financial Partners held 4,509 shares of Novartis worth $707K as of Q2 2026.
Ausdal Financial Partners bought 467 Novartis shares in Q2 2026, an estimated $70K.
Novartis made up 0.03% of Ausdal Financial Partners's portfolio in Q2 2026, its #518 holding.
Ausdal Financial Partners first reported a position in Novartis in Q4 2015 and has held it in 10 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.