Fairscale Capital’s Novartis NVS Stock Holding History

Fairscale Capital’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	$263K	Hold	1,681	–	–	0.16%	86
2026 Q1	$257K	Hold	1,681	–	–	0.18%	80
2025 Q4	$232K	Hold	1,681	–	–	0.15%	83
2025 Q3	$216K	Hold	1,681	–	–	0.15%	88
2025 Q2	$191K	Buy	1,681 +130	+8%	+$14.7K	0.14%	89
2025 Q1	$173K	Hold	1,551	–	–	0.16%	87
2024 Q4	$151K	Hold	1,551	–	–	0.13%	88
2024 Q3	$178K	Hold	1,551	–	–	0.16%	80
2024 Q2	$171K	Buy	+1,551	New	+$156K	0.15%	83

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

Fairscale Capital's NVS Position: Q2 2026 in Review

Fairscale Capital held its Novartis (NVS) position steady in Q2 2026 at 1,681 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #86.

Fairscale Capital first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Fairscale Capital held 1,681 shares of Novartis worth $263K as of Q2 2026.
Fairscale Capital left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.16% of Fairscale Capital's portfolio in Q2 2026, its #86 holding.
Fairscale Capital first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.