Dunhill Financial’s Novartis NVS Stock Holding History

Dunhill Financial’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	$204K	Buy	1,303 +315	+32%	+$47.2K	0.04%	152
2026 Q1	$151K	Buy	988 +1	+0.1%	+$153	0.04%	175
2025 Q4	$136K	Sell	987 -8	-0.8%	-$1.05K	0.03%	167
2025 Q3	$128K	Sell	995 -60	-6%	-$7.32K	0.03%	161
2025 Q2	$128K	Buy	1,055 +595	+129%	+$67.1K	0.04%	146
2025 Q1	$51.3K	Sell	460 -204	-31%	-$21.7K	0.02%	187
2024 Q4	$64.6K	Buy	664 +157	+31%	+$16.7K	0.03%	162
2024 Q3	$58.3K	Hold	507	–	–	0.03%	158
2024 Q2	$54K	Buy	507 +9	+2%	+$903	0.03%	141
2024 Q1	$48.2K	Hold	498	–	–	0.04%	117
2023 Q4	$45.6K	Buy	+498	New	+$48.1K	0.04%	105

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

Dunhill Financial's NVS Position: Q2 2026 in Review

Dunhill Financial increased its Novartis (NVS) stake by 32% in Q2 2026, buying an estimated $47.2K and bringing the position to 1,303 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #152.

Dunhill Financial first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Dunhill Financial held 1,303 shares of Novartis worth $204K as of Q2 2026.
Dunhill Financial bought 315 Novartis shares in Q2 2026, an estimated $47.2K.
Novartis made up 0.04% of Dunhill Financial's portfolio in Q2 2026, its #152 holding.
Dunhill Financial first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.