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Commonwealth Retirement Investments’s Novartis NVS Stock Holding History

Commonwealth Retirement 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 		$303K Hold
1,931
– – 0.08% 108
2026
Q1 		$295K Hold
1,931
– – 0.09% 107
2025
Q4 		$266K Hold
1,931
– – 0.09% 113
2025
Q3 		$248K Hold
1,931
– – 0.08% 111
2025
Q2 		$234K Hold
1,931
– – 0.09% 108
2025
Q1 		$215K Buy
+1,931
New +$206K 0.09% 94
2024
Q4 		– Sell
-1,931
Closed -$222K – 102
2024
Q3 		$222K Hold
1,931
– – 0.09% 88
2024
Q2 		$206K Buy
+1,931
New +$194K 0.09% 88

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Commonwealth Retirement Investments's NVS Position: Q2 2026 in Review

Commonwealth Retirement Investments held its Novartis (NVS) position steady in Q2 2026 at 1,931 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #108.

Commonwealth Retirement Investments first reported a position in NVS in Q2 2024 and has held it in 8 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Commonwealth Retirement Investments held 1,931 shares of Novartis worth $303K as of Q2 2026.
  • Commonwealth Retirement Investments left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.08% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #108 holding.
  • Commonwealth Retirement Investments first reported a position in Novartis in Q2 2024 and has held it in 8 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.