Fairfield Financial Advisors’s Novartis NVS Stock Holding History

Fairfield Financial Advisors’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	$252K	Buy	+1,611	New	+$242K	0.1%	62
2025 Q1	–	Sell	-371	Closed	-$36.1K	–	151
2024 Q4	$36.1K	Sell	371 -115	-24%	-$12.3K	0.01%	143
2024 Q3	$55.9K	Hold	486	–	–	0.02%	125
2024 Q2	$51.7K	Buy	+486	New	+$48.8K	0.02%	123
2023 Q4	$54.7K	Buy	542 +136	+33%	+$13.1K	0.02%	129
2023 Q3	$41.4K	Hold	406	–	–	0.02%	149
2023 Q2	$41K	Hold	406	–	–	0.02%	154
2023 Q1	$37.2K	Hold	406	–	–	0.02%	160
2022 Q4	$36.8K	Hold	406	–	–	0.02%	145
2022 Q3	$30.9K	Hold	406	–	–	0.01%	148
2022 Q2	$34.3K	Hold	406	–	–	0.02%	135
2022 Q1	$35.6K	Buy	+406	New	+$35.2K	0.01%	144

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

Fairfield Financial Advisors's NVS Position: Q2 2026 in Review

Fairfield Financial Advisors opened a new position in Novartis (NVS) in Q2 2026: 1,611 shares worth $252K. The stake represents 0.1% of the portfolio and ranks #62 among its holdings. This is a return to the name: Fairfield Financial Advisors previously reported a position in NVS as recently as Q4 2024.

Fairfield Financial Advisors first reported a position in NVS in Q1 2022 and has held it in 12 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Fairfield Financial Advisors held 1,611 shares of Novartis worth $252K as of Q2 2026.
Novartis was a new Fairfield Financial Advisors position in Q2 2026.
Novartis made up 0.1% of Fairfield Financial Advisors's portfolio in Q2 2026, its #62 holding.
Fairfield Financial Advisors first reported a position in Novartis in Q1 2022 and has held it in 12 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Fairfield Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.