Clear Creek Financial Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.29M Buy
8,250
+5,290
+179% +$793K 0.08% 241
2026
Q1
$452K Buy
2,960
+193
+7% +$29.6K 0.03% 414
2025
Q4
$381K Buy
2,767
+206
+8% +$27K 0.03% 442
2025
Q3
$328K Buy
+2,561
New +$312K 0.03% 459

Other funds holding NVS

Clear Creek Financial Management's NVS Position: Q2 2026 in Review

Clear Creek Financial Management increased its Novartis (NVS) stake by 179% in Q2 2026, buying an estimated $793K and bringing the position to 8,250 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #241.

Clear Creek Financial Management first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,179 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Clear Creek Financial Management held 8,250 shares of Novartis worth $1.29M as of Q2 2026.
  • Clear Creek Financial Management bought 5,290 Novartis shares in Q2 2026, an estimated $793K.
  • Novartis made up 0.08% of Clear Creek Financial Management's portfolio in Q2 2026, its #241 holding.
  • Clear Creek Financial Management first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.