CVA Family Office’s Novartis NVS Stock Holding History

CVA Family Office’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	$869K	Hold	5,542	–	–	0.08%	135
2026 Q1	$847K	Hold	5,542	–	–	0.09%	125
2025 Q4	$764K	Hold	5,542	–	–	0.09%	126
2025 Q3	$711K	Hold	5,542	–	–	0.09%	136
2025 Q2	$671K	Hold	5,542	–	–	0.09%	132
2025 Q1	$618K	Sell	5,542 -180	-3%	-$19.2K	0.09%	135
2024 Q4	$557K	Hold	5,722	–	–	0.09%	143
2024 Q3	$658K	Hold	5,722	–	–	0.11%	126
2024 Q2	$609K	Sell	5,722 -169	-3%	-$17K	0.11%	123
2024 Q1	$570K	Hold	5,891	–	–	0.1%	127
2023 Q4	$595K	Hold	5,891	–	–	0.12%	117
2023 Q3	$600K	Hold	5,891	–	–	0.14%	112
2023 Q2	$594K	Hold	5,891	–	–	0.12%	116
2023 Q1	$542K	Sell	5,891 -30	-0.5%	-$2.62K	0.12%	118
2022 Q4	$537K	Buy	5,921 +2,530	+75%	+$213K	0.13%	109
2022 Q3	$258K	Buy	3,391 +2,675	+374%	+$222K	0.07%	151
2022 Q2	$61K	Hold	716	–	–	0.02%	324
2022 Q1	$63K	Hold	716	–	–	0.02%	347
2021 Q4	$63K	Sell	716 -551	-43%	-$45.8K	0.02%	316
2021 Q3	$110K	Sell	1,267 -79	-6%	-$7.11K	0.08%	117
2021 Q2	$123K	Buy	1,346 +169	+14%	+$15K	0.04%	212
2021 Q1	$101K	Sell	1,177 -90	-7%	-$8.08K	0.04%	178
2020 Q4	$120K	Hold	1,267	–	–	0.07%	120
2020 Q3	$110K	Buy	1,267 +45	+4%	+$3.9K	0.08%	117
2020 Q2	$107K	Sell	1,222 -55	-4%	-$4.75K	0.09%	109
2020 Q1	$105K	Buy	+1,277	New	+$114K	0.11%	101

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

CVA Family Office's NVS Position: Q2 2026 in Review

CVA Family Office held its Novartis (NVS) position steady in Q2 2026 at 5,542 shares worth $869K. The position accounts for 0.08% of the portfolio, ranked #135.

CVA Family Office first reported a position in NVS in Q1 2020 and has held it in 26 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

CVA Family Office held 5,542 shares of Novartis worth $869K as of Q2 2026.
CVA Family Office left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.08% of CVA Family Office's portfolio in Q2 2026, its #135 holding.
CVA Family Office first reported a position in Novartis in Q1 2020 and has held it in 26 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.