Beacon Investment Advisors’s Novartis NVS Stock Holding History

Beacon Investment Advisors’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	$470K	Hold	3,000	–	–	0.15%	120
2026 Q1	$458K	Hold	3,000	–	–	0.17%	116
2025 Q4	$414K	Hold	3,000	–	–	0.17%	117
2025 Q3	$385K	Hold	3,000	–	–	0.16%	122
2025 Q2	$360K	Sell	3,000 -1	-0%	-$113	0.16%	120
2025 Q1	$335K	Buy	3,001 +1	+0%	+$106	0.16%	124
2024 Q4	$292K	Hold	3,000	–	–	0.14%	128
2024 Q3	$345K	Hold	3,000	–	–	0.16%	123
2024 Q2	$319K	Buy	+3,000	New	+$301K	0.16%	122

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

Beacon Investment Advisors's NVS Position: Q2 2026 in Review

Beacon Investment Advisors held its Novartis (NVS) position steady in Q2 2026 at 3,000 shares worth $470K. The position accounts for 0.15% of the portfolio, ranked #120.

Beacon Investment Advisors first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Beacon Investment Advisors held 3,000 shares of Novartis worth $470K as of Q2 2026.
Beacon Investment Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.15% of Beacon Investment Advisors's portfolio in Q2 2026, its #120 holding.
Beacon Investment Advisors first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.