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Braun-Bostich & Associates’s Novartis NVS Stock Holding History

Braun-Bostich & Associates’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 		$334K Sell
2,130
-66
-3% -$9.89K 0.19% 88
2026
Q1 		$335K Sell
2,196
-37
-2% -$5.67K 0.21% 81
2025
Q4 		$308K Buy
2,233
+106
+5% +$13.9K 0.19% 87
2025
Q3 		$273K Sell
2,127
-157
-7% -$19.2K 0.17% 92
2025
Q2 		$276K Buy
2,284
+4
+0.2% +$451 0.19% 89
2025
Q1 		$254K Buy
2,280
+59
+3% +$6.28K 0.19% 91
2024
Q4 		$216K Sell
2,221
-133
-6% -$14.2K 0.16% 102
2024
Q3 		$271K Buy
2,354
+148
+7% +$16.8K 0.19% 90
2024
Q2 		$235K Buy
+2,206
New +$221K 0.17% 92
2020
Q4 		– Sell
-354
Closed -$31K – 162
2020
Q3 		$31K Sell
354
-475
-57% -$41.1K 0.03% 182
2020
Q2 		$72K Hold
829
– – 0.07% 118
2020
Q1 		$67K Hold
829
– – 0.09% 120
2019
Q4 		$79K Buy
+829
New +$74.4K 0.08% 126
2019
Q3 		– Sell
-1,393
Closed -$127K – 231
2019
Q2 		$127K Sell
1,393
-1,369
-50% -$116K 0.13% 119
2019
Q1 		$238K Sell
2,762
-4,253
-61% -$341K 0.25% 87
2018
Q4 		$539K Sell
7,015
-158
-2% -$12.3K 0.57% 59
2018
Q3 		$554K Buy
7,173
+324
+5% +$24K 0.53% 65
2018
Q2 		$464K Buy
6,849
+200
+3% +$13.8K 0.46% 75
2018
Q1 		$482K Buy
6,649
+1,533
+30% +$117K 0.42% 75
2017
Q4 		$385K Buy
+5,116
New +$386K 0.33% 84

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

Braun-Bostich & Associates's NVS Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Novartis (NVS) stake by 3% in Q2 2026, selling an estimated $9.89K and leaving 2,130 shares worth $334K. The position accounts for 0.19% of the portfolio, ranked #88.

Braun-Bostich & Associates first reported a position in NVS in Q4 2017 and has held it in 20 quarters since. The position peaked at $554K in Q3 2018. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Braun-Bostich & Associates held 2,130 shares of Novartis worth $334K as of Q2 2026.
  • Braun-Bostich & Associates sold 66 Novartis shares in Q2 2026, an estimated $9.89K.
  • Novartis made up 0.19% of Braun-Bostich & Associates's portfolio in Q2 2026, its #88 holding.
  • Braun-Bostich & Associates first reported a position in Novartis in Q4 2017 and has held it in 20 quarters since.
  • Braun-Bostich & Associates's Novartis position peaked at $554K in Q3 2018.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.