COMPASS FINANCIAL MANAGEMENT LLC’s Novartis NVS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$819K	Buy	+5,335	New	+$800K	0.1%	202

Other funds holding NVS

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NVS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Novartis (NVS) in Q2 2026: 5,335 shares worth $819K. The stake represents 0.1% of the portfolio and ranks #202 among its holdings.

1,269 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 5,335 shares of Novartis worth $819K as of Q2 2026.
Novartis was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Novartis made up 0.1% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #202 holding.
1,269 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.