Crewe Advisors’s Novartis NVS Stock Holding History

Crewe Advisors’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	$32.3K	Hold	206	–	–	﹤0.01%	517
2026 Q1	$31.5K	Hold	206	–	–	﹤0.01%	435
2025 Q4	$28.4K	Sell	206 -616	-75%	-$80.7K	﹤0.01%	427
2025 Q3	$105K	Buy	822 +47	+6%	+$5.74K	0.01%	283
2025 Q2	$93.8K	Hold	775	–	–	0.01%	229
2025 Q1	$86.4K	Hold	775	–	–	0.01%	214
2024 Q4	$75.4K	Hold	775	–	–	0.01%	240
2024 Q3	$89.1K	Hold	775	–	–	0.01%	244
2024 Q2	$82.5K	Sell	775 -500	-39%	-$50.2K	0.01%	298
2024 Q1	$123K	Buy	+1,275	New	+$131K	0.01%	243
2023 Q4	–	Sell	-1,075	Closed	-$110K	–	608
2023 Q3	$110K	Hold	1,075	–	–	0.02%	104
2023 Q2	$108K	Sell	1,075 -203	-16%	-$20.3K	0.02%	194
2023 Q1	$118K	Buy	1,278 +446	+54%	+$39K	0.02%	212
2022 Q4	$75.5K	Buy	832 +170	+26%	+$14.3K	0.01%	259
2022 Q3	$50K	Hold	662	–	–	0.01%	318
2022 Q2	$56K	Buy	662 +203	+44%	+$17.8K	0.01%	281
2022 Q1	$40K	Hold	459	–	–	0.01%	240
2021 Q4	$40K	Buy	459 +400	+678%	+$33.2K	0.01%	207
2021 Q3	$5K	Hold	59	–	–	﹤0.01%	306
2021 Q2	$5K	Hold	59	–	–	﹤0.01%	334
2021 Q1	$5K	Buy	+59	New	+$5.29K	﹤0.01%	373
2020 Q4	–	Sell	-108	Closed	-$9K	–	588
2020 Q3	$9K	Buy	+108	New	+$9.36K	﹤0.01%	266
2018 Q1	–	Sell	-160	Closed	-$12K	–	281
2017 Q4	$12K	Buy	+160	New	+$12.1K	0.01%	213

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

Crewe Advisors's NVS Position: Q2 2026 in Review

Crewe Advisors held its Novartis (NVS) position steady in Q2 2026 at 206 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Crewe Advisors first reported a position in NVS in Q4 2017 and has held it in 23 quarters since. The position peaked at $123K in Q1 2024. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Crewe Advisors held 206 shares of Novartis worth $32.3K as of Q2 2026.
Crewe Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #517 holding.
Crewe Advisors first reported a position in Novartis in Q4 2017 and has held it in 23 quarters since.
Crewe Advisors's Novartis position peaked at $123K in Q1 2024.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.