Bruce G. Allen Investments’s Novartis NVS Stock Holding History

Bruce G. Allen Investments’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	$346K	Buy	2,208 +238	+12%	+$35.7K	0.22%	49
2026 Q1	$301K	Buy	1,970 +17	+0.9%	+$2.61K	0.2%	55
2025 Q4	$269K	Sell	1,953 -516	-21%	-$67.6K	0.18%	60
2025 Q3	$317K	Buy	2,469 +21	+0.9%	+$2.56K	0.23%	51
2025 Q2	$296K	Sell	2,448 -10	-0.4%	-$1.13K	0.22%	53
2025 Q1	$274K	Buy	2,458 +4	+0.2%	+$426	0.22%	56
2024 Q4	$239K	Sell	2,454 -240	-9%	-$25.6K	0.19%	62
2024 Q3	$310K	Buy	2,694 +170	+7%	+$19.3K	0.24%	52
2024 Q2	$269K	Sell	2,524 -292	-10%	-$29.3K	0.23%	58
2024 Q1	$272K	Buy	2,816 +49	+2%	+$5.02K	0.22%	58
2023 Q4	$279K	Buy	+2,767	New	+$267K	0.25%	51

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

Bruce G. Allen Investments's NVS Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Novartis (NVS) stake by 12% in Q2 2026, buying an estimated $35.7K and bringing the position to 2,208 shares worth $346K. The position accounts for 0.22% of the portfolio, ranked #49.

Bruce G. Allen Investments first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Bruce G. Allen Investments held 2,208 shares of Novartis worth $346K as of Q2 2026.
Bruce G. Allen Investments bought 238 Novartis shares in Q2 2026, an estimated $35.7K.
Novartis made up 0.22% of Bruce G. Allen Investments's portfolio in Q2 2026, its #49 holding.
Bruce G. Allen Investments first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.