Cascade Financial Partners’s Novartis NVS Stock Holding History

Cascade Financial Partners’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	$742K	Hold	4,733	–	–	0.06%	151
2026 Q1	$723K	Sell	4,733 -100	-2%	-$15.3K	0.07%	144
2025 Q4	$666K	Sell	4,833 -100	-2%	-$13.1K	0.07%	147
2025 Q3	$633K	Sell	4,933 -272	-5%	-$33.2K	0.07%	147
2025 Q2	$630K	Buy	5,205 +125	+2%	+$14.1K	0.08%	147
2025 Q1	$566K	Sell	5,080 -800	-14%	-$85.2K	0.07%	147
2024 Q4	$572K	Sell	5,880 -50	-0.8%	-$5.33K	0.07%	131
2024 Q3	$678K	Buy	5,930 +292	+5%	+$33.1K	0.09%	125
2024 Q2	$600K	Hold	5,638	–	–	0.08%	126
2024 Q1	$527K	Buy	+5,638	New	+$578K	0.08%	129

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

Cascade Financial Partners's NVS Position: Q2 2026 in Review

Cascade Financial Partners held its Novartis (NVS) position steady in Q2 2026 at 4,733 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #151.

Cascade Financial Partners first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cascade Financial Partners held 4,733 shares of Novartis worth $742K as of Q2 2026.
Cascade Financial Partners left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #151 holding.
Cascade Financial Partners first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.