F/M Investments’s Novartis NVS Stock Holding History

F/M Investments’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	$321K	Hold	2,050	–	–	0.02%	305
2026 Q1	$313K	Hold	2,050	–	–	0.02%	286
2025 Q4	$283K	Hold	2,050	–	–	0.01%	394
2025 Q3	$263K	Hold	2,050	–	–	0.01%	382
2025 Q2	$248K	Sell	2,050 -100	-5%	-$11.3K	0.01%	377
2025 Q1	$240K	Hold	2,150	–	–	0.01%	375
2024 Q4	$209K	Hold	2,150	–	–	0.01%	390
2024 Q3	$249K	Buy	+2,150	New	+$244K	0.01%	323
2024 Q2	–	Sell	-2,150	Closed	-$208K	–	329
2024 Q1	$208K	Buy	2,150 +100	+5%	+$10.3K	0.14%	72
2023 Q4	$207K	Hold	2,050	–	–	0.12%	84
2023 Q3	$209K	Hold	2,050	–	–	0.16%	69
2023 Q2	$207K	Buy	+2,050	New	+$205K	0.15%	70

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

F/M Investments's NVS Position: Q2 2026 in Review

F/M Investments held its Novartis (NVS) position steady in Q2 2026 at 2,050 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #305.

F/M Investments first reported a position in NVS in Q2 2023 and has held it in 12 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

F/M Investments held 2,050 shares of Novartis worth $321K as of Q2 2026.
F/M Investments left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.02% of F/M Investments's portfolio in Q2 2026, its #305 holding.
F/M Investments first reported a position in Novartis in Q2 2023 and has held it in 12 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.