Curbstone Financial Management Corp’s Novartis NVS Stock Holding History

Curbstone Financial Management Corp’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	$1.02M	Buy	6,532 +2,338	+56%	+$350K	0.17%	117
2026 Q1	$641K	Sell	4,194 -150	-3%	-$23K	0.12%	150
2025 Q4	$599K	Hold	4,344	–	–	0.11%	147
2025 Q3	$557K	Sell	4,344 -100	-2%	-$12.2K	0.11%	157
2025 Q2	$538K	Buy	4,444 +188	+4%	+$21.2K	0.11%	161
2025 Q1	$474K	Hold	4,256	–	–	0.1%	172
2024 Q4	$414K	Buy	4,256 +212	+5%	+$22.6K	0.09%	182
2024 Q3	$465K	Hold	4,044	–	–	0.1%	175
2024 Q2	$431K	Buy	+4,044	New	+$406K	0.09%	180
2024 Q1	–	Sell	-4,094	Closed	-$413K	–	191
2023 Q4	$413K	Hold	4,094	–	–	0.09%	185
2023 Q3	$417K	Hold	4,094	–	–	0.1%	174
2023 Q2	$413K	Buy	+4,094	New	+$409K	0.1%	176

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

Curbstone Financial Management Corp's NVS Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Novartis (NVS) stake by 56% in Q2 2026, buying an estimated $350K and bringing the position to 6,532 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #117.

Curbstone Financial Management Corp first reported a position in NVS in Q2 2023 and has held it in 12 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Curbstone Financial Management Corp held 6,532 shares of Novartis worth $1.02M as of Q2 2026.
Curbstone Financial Management Corp bought 2,338 Novartis shares in Q2 2026, an estimated $350K.
Novartis made up 0.17% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #117 holding.
Curbstone Financial Management Corp first reported a position in Novartis in Q2 2023 and has held it in 12 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.