Avalon Trust’s Novartis NVS Stock Holding History

Avalon Trust’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	$298K	Buy	1,900 +400	+27%	+$60K	0.02%	126
2026 Q1	$229K	Buy	1,500 +133	+10%	+$20.4K	0.02%	144
2025 Q4	$188K	Sell	1,367 -223	-14%	-$29.2K	0.01%	151
2025 Q3	$204K	Buy	1,590 +357	+29%	+$43.6K	0.01%	160
2025 Q2	$149K	Sell	1,233 -267	-18%	-$30.1K	0.01%	160
2025 Q1	$167K	Sell	1,500 -38	-2%	-$4.04K	0.01%	143
2024 Q4	$150K	Buy	1,538 +38	+3%	+$4.05K	0.01%	144
2024 Q3	$173K	Hold	1,500	–	–	0.01%	132
2024 Q2	$160K	Hold	1,500	–	–	0.01%	137
2024 Q1	$145K	Hold	1,500	–	–	0.01%	153
2023 Q4	$151K	Hold	1,500	–	–	0.01%	140
2023 Q3	$153K	Hold	1,500	–	–	0.02%	132
2023 Q2	$151K	Hold	1,500	–	–	0.01%	140
2023 Q1	$138K	Buy	+1,500	New	+$131K	0.01%	141

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

Avalon Trust's NVS Position: Q2 2026 in Review

Avalon Trust increased its Novartis (NVS) stake by 27% in Q2 2026, buying an estimated $60K and bringing the position to 1,900 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #126.

Avalon Trust first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Avalon Trust held 1,900 shares of Novartis worth $298K as of Q2 2026.
Avalon Trust bought 400 Novartis shares in Q2 2026, an estimated $60K.
Novartis made up 0.02% of Avalon Trust's portfolio in Q2 2026, its #126 holding.
Avalon Trust first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.