Broadwater Capital’s Novartis NVS Stock Holding History

Broadwater Capital’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	$58K	Hold	370	–	–	0.04%	99
2026 Q1	$51K	Hold	370	–	–	0.04%	106
2025 Q4	$51K	Hold	370	–	–	0.04%	106
2025 Q3	$47.4K	Sell	370 -44,404	-99%	-$5.42M	0.03%	109
2025 Q2	$44.8M	Buy	44,774 +44,404	+12,001%	+$5M	0.03%	111
2025 Q1	$41.2K	Hold	370	–	–	0.03%	114
2024 Q4	$36K	Hold	370	–	–	0.03%	120
2024 Q3	$42.6K	Hold	370	–	–	0.03%	122
2024 Q2	$39.4K	Hold	370	–	–	0.03%	124
2024 Q1	$35.8K	Hold	370	–	–	0.03%	127
2023 Q4	$37.4K	Buy	+370	New	+$35.7K	0.03%	126

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Broadwater Capital's NVS Position: Q2 2026 in Review

Broadwater Capital held its Novartis (NVS) position steady in Q2 2026 at 370 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #99.

Broadwater Capital first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.8M in Q2 2025. 898 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Broadwater Capital held 370 shares of Novartis worth $58K as of Q2 2026.
Broadwater Capital left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.04% of Broadwater Capital's portfolio in Q2 2026, its #99 holding.
Broadwater Capital first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Novartis position peaked at $44.8M in Q2 2025.
898 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.