Crew Capital Management’s Novartis NVS Stock Holding History

Crew Capital 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	$548K	Hold	3,499	–	–	0.3%	70
2026 Q1	$534K	Hold	3,499	–	–	0.35%	70
2025 Q4	$482K	Hold	3,499	–	–	0.3%	73
2025 Q3	$449K	Hold	3,499	–	–	0.3%	73
2025 Q2	$423K	Sell	3,499 -100	-3%	-$11.3K	0.3%	78
2025 Q1	$401K	Hold	3,599	–	–	0.33%	92
2024 Q4	$350K	Hold	3,599	–	–	0.29%	99
2024 Q3	$414K	Hold	3,599	–	–	0.33%	86
2024 Q2	$383K	Hold	3,599	–	–	0.31%	86
2024 Q1	$348K	Buy	3,599 +449	+14%	+$46K	0.28%	88
2023 Q4	$318K	Sell	3,150 -121	-4%	-$11.7K	0.32%	62
2023 Q3	$333K	Buy	3,271 +1	+0%	+$102	0.36%	54
2023 Q2	$330K	Hold	3,270	–	–	0.38%	60
2023 Q1	$301K	Hold	3,270	–	–	0.43%	61
2022 Q4	$297K	Hold	3,270	–	–	0.43%	67
2022 Q3	$249K	Hold	3,270	–	–	0.34%	77
2022 Q2	$276K	Hold	3,270	–	–	0.35%	75
2022 Q1	$287K	Hold	3,270	–	–	0.28%	81
2021 Q4	$286K	Hold	3,270	–	–	0.24%	88
2021 Q3	$267K	Hold	3,270	–	–	0.25%	86
2021 Q2	$298K	Hold	3,270	–	–	0.28%	76
2021 Q1	$280K	Buy	+3,270	New	+$293K	0.28%	81

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

Crew Capital Management's NVS Position: Q2 2026 in Review

Crew Capital Management held its Novartis (NVS) position steady in Q2 2026 at 3,499 shares worth $548K. The position accounts for 0.3% of the portfolio, ranked #70.

Crew Capital Management first reported a position in NVS in Q1 2021 and has held it in 22 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Crew Capital Management held 3,499 shares of Novartis worth $548K as of Q2 2026.
Crew Capital Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.3% of Crew Capital Management's portfolio in Q2 2026, its #70 holding.
Crew Capital Management first reported a position in Novartis in Q1 2021 and has held it in 22 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.