Creative Capital Management Investments’s Novartis NVS Stock Holding History

Creative Capital Management 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	$9.25K	Hold	59	–	–	﹤0.01%	290
2026 Q1	$9.01K	Hold	59	–	–	﹤0.01%	215
2025 Q4	$8.13K	Hold	59	–	–	﹤0.01%	226
2025 Q3	$7.57K	Hold	59	–	–	﹤0.01%	209
2025 Q2	$7.14K	Hold	59	–	–	﹤0.01%	231
2025 Q1	$6.58K	Hold	59	–	–	﹤0.01%	195
2024 Q4	$5.74K	Hold	59	–	–	﹤0.01%	213
2024 Q3	$6.79K	Hold	59	–	–	﹤0.01%	186
2024 Q2	$6.28K	Sell	59 -53	-47%	-$5.32K	﹤0.01%	185
2024 Q1	$10.8K	Hold	112	–	–	0.01%	151
2023 Q4	$11.3K	Hold	112	–	–	0.01%	147
2023 Q3	$11.4K	Buy	+112	New	+$11.4K	0.01%	147

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

Creative Capital Management Investments's NVS Position: Q2 2026 in Review

Creative Capital Management Investments held its Novartis (NVS) position steady in Q2 2026 at 59 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Creative Capital Management Investments first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.4K in Q3 2023. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Creative Capital Management Investments held 59 shares of Novartis worth $9.25K as of Q2 2026.
Creative Capital Management Investments left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #290 holding.
Creative Capital Management Investments first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
Creative Capital Management Investments's Novartis position peaked at $11.4K in Q3 2023.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.