Compass Financial Management’s Novartis NVS Stock Holding History

Compass Financial Management’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

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Compass Financial Management's NVS Position: Q2 2026 in Review

Compass Financial Management 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.

1,546 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Compass Financial Management held 5,335 shares of Novartis worth $819K as of Q2 2026.
Novartis was a new Compass Financial Management position in Q2 2026.
Novartis made up 0.1% of Compass Financial Management's portfolio in Q2 2026, its #202 holding.
1,546 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.