Brown, Lisle/Cummings’s Novartis NVS Stock Holding History

Brown, Lisle/Cummings’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	$262K	Sell	1,674 -13	-0.8%	-$1.95K	0.06%	207
2026 Q1	$258K	Buy	1,687 +109	+7%	+$16.7K	0.06%	194
2025 Q4	$218K	Hold	1,578	–	–	0.05%	203
2025 Q3	$202K	Hold	1,578	–	–	0.05%	209
2025 Q2	$191K	Hold	1,578	–	–	0.05%	214
2025 Q1	$176K	Buy	1,578 +5	+0.3%	+$532	0.05%	214
2024 Q4	$153K	Sell	1,573 -400	-20%	-$42.7K	0.05%	226
2024 Q3	$227K	Buy	1,973 +65	+3%	+$7.38K	0.07%	193
2024 Q2	$203K	Buy	1,908 +1,020	+115%	+$102K	0.07%	197
2024 Q1	$85.9K	Hold	888	–	–	0.03%	249
2023 Q4	$89.7K	Hold	888	–	–	0.03%	243
2023 Q3	$90.5K	Hold	888	–	–	0.04%	234
2023 Q2	$89.6K	Hold	888	–	–	0.04%	239
2023 Q1	$81.7K	Buy	888 +100	+13%	+$8.73K	0.04%	234
2022 Q4	$71.5K	Buy	788 +138	+21%	+$11.6K	0.04%	239
2022 Q3	$49.4K	Hold	650	–	–	0.03%	257
2022 Q2	$54.9K	Hold	650	–	–	0.03%	253
2022 Q1	$57K	Hold	650	–	–	0.03%	256
2021 Q4	$56.9K	Buy	+650	New	+$54K	0.03%	257

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

Brown, Lisle/Cummings's NVS Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Novartis (NVS) stake by 0.77% in Q2 2026, selling an estimated $1.95K and leaving 1,674 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #207.

Brown, Lisle/Cummings first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Brown, Lisle/Cummings held 1,674 shares of Novartis worth $262K as of Q2 2026.
Brown, Lisle/Cummings sold 13 Novartis shares in Q2 2026, an estimated $1.95K.
Novartis made up 0.06% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #207 holding.
Brown, Lisle/Cummings first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.