Costello Asset Management’s Novartis NVS Stock Holding History

Costello Asset 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	$84.3K	Hold	538	–	–	0.03%	185
2026 Q1	$82.2K	Sell	538 -100	-16%	-$15.3K	0.03%	182
2025 Q4	$88K	Sell	638 -22	-3%	-$2.88K	0.03%	163
2025 Q3	$84.6K	Buy	660 +19	+3%	+$2.32K	0.03%	174
2025 Q2	$77.6K	Sell	641 -55	-8%	-$6.2K	0.03%	184
2025 Q1	$77.6K	Buy	+696	New	+$74.1K	0.03%	179
2021 Q2	–	Sell	-31	Closed	-$3K	–	246
2021 Q1	$3K	Buy	+31	New	+$2.78K	﹤0.01%	223

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

Costello Asset Management's NVS Position: Q2 2026 in Review

Costello Asset Management held its Novartis (NVS) position steady in Q2 2026 at 538 shares worth $84.3K. The position accounts for 0.03% of the portfolio, ranked #185.

Costello Asset Management first reported a position in NVS in Q1 2021 and has held it in 7 quarters since. The position peaked at $88K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Costello Asset Management held 538 shares of Novartis worth $84.3K as of Q2 2026.
Costello Asset Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.03% of Costello Asset Management's portfolio in Q2 2026, its #185 holding.
Costello Asset Management first reported a position in Novartis in Q1 2021 and has held it in 7 quarters since.
Costello Asset Management's Novartis position peaked at $88K in Q4 2025.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.