Cromwell Holdings’s Novartis NVS Stock Holding History

Cromwell Holdings’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	$645K	Hold	4,117	–	–	0.29%	60
2026 Q1	$629K	Hold	4,117	–	–	0.35%	49
2025 Q4	$568K	Hold	4,117	–	–	0.31%	52
2025 Q3	$528K	Hold	4,117	–	–	0.28%	58
2025 Q2	$498K	Hold	4,117	–	–	0.3%	59
2025 Q1	$475K	Buy	4,117 +199	+5%	+$21.2K	0.31%	65
2024 Q4	$381K	Buy	3,918 +705	+22%	+$75.2K	0.22%	83
2024 Q3	$370K	Hold	3,213	–	–	0.24%	86
2024 Q2	$342K	Buy	+3,213	New	+$323K	0.2%	92

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cromwell Holdings's NVS Position: Q2 2026 in Review

Cromwell Holdings held its Novartis (NVS) position steady in Q2 2026 at 4,117 shares worth $645K. The position accounts for 0.29% of the portfolio, ranked #60.

Cromwell Holdings first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 466 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cromwell Holdings held 4,117 shares of Novartis worth $645K as of Q2 2026.
Cromwell Holdings left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.29% of Cromwell Holdings's portfolio in Q2 2026, its #60 holding.
Cromwell Holdings first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
466 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.