Coston McIsaac & Partners’s Novartis NVS Stock Holding History

Coston McIsaac & Partners’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	$29K	Hold	186	–	–	0.01%	419
2026 Q1	$28K	Sell	186 -20	-10%	-$3.07K	0.01%	412
2025 Q4	$28K	Buy	206 +36	+21%	+$4.71K	0.01%	399
2025 Q3	$21K	Hold	170	–	–	0.01%	434
2025 Q2	$20K	Hold	170	–	–	0.01%	425
2025 Q1	$18K	Buy	170 +20	+13%	+$2.13K	0.01%	407
2024 Q4	$14K	Hold	150	–	–	﹤0.01%	445
2024 Q3	$17K	Hold	150	–	–	﹤0.01%	418
2024 Q2	$15K	Hold	150	–	–	﹤0.01%	419
2024 Q1	$14K	Hold	150	–	–	﹤0.01%	438
2023 Q4	$15K	Hold	150	–	–	0.01%	428
2023 Q3	$15K	Hold	150	–	–	0.01%	416
2023 Q2	$15K	Hold	150	–	–	0.01%	448
2023 Q1	$13K	Hold	150	–	–	﹤0.01%	464
2022 Q4	$13K	Buy	150 +100	+200%	+$8.42K	0.01%	473
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	566
2022 Q2	$4K	Buy	+50	New	+$4.39K	﹤0.01%	372

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

Coston McIsaac & Partners's NVS Position: Q2 2026 in Review

Coston McIsaac & Partners held its Novartis (NVS) position steady in Q2 2026 at 186 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #419.

Coston McIsaac & Partners first reported a position in NVS in Q2 2022 and has held it in 17 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Coston McIsaac & Partners held 186 shares of Novartis worth $29K as of Q2 2026.
Coston McIsaac & Partners left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #419 holding.
Coston McIsaac & Partners first reported a position in Novartis in Q2 2022 and has held it in 17 quarters since.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.