Financial Freedom LLC’s Novartis NVS Stock Holding History

Financial Freedom LLC’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	–	Sell	-3	Closed	-$511	–	299
2026 Q1	$511	Hold	3	–	–	﹤0.01%	416
2025 Q4	$452	Hold	3	–	–	﹤0.01%	334
2025 Q3	$421	Hold	3	–	–	﹤0.01%	354
2025 Q2	$397	Hold	3	–	–	﹤0.01%	350
2025 Q1	$355	Hold	3	–	–	﹤0.01%	361
2024 Q4	$310	Hold	3	–	–	﹤0.01%	358
2024 Q3	$366	Hold	3	–	–	﹤0.01%	354
2024 Q2	$339	Hold	3	–	–	﹤0.01%	368
2024 Q1	$298	Hold	3	–	–	﹤0.01%	360
2023 Q4	$311	Hold	3	–	–	﹤0.01%	356
2023 Q3	$314	Hold	3	–	–	﹤0.01%	366
2023 Q2	$311	Hold	3	–	–	﹤0.01%	400
2023 Q1	$284	Hold	3	–	–	﹤0.01%	396
2022 Q4	$272	Buy	+3	New	+$253	﹤0.01%	400

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

Financial Freedom LLC's NVS Position: Q2 2026 in Review

Financial Freedom LLC sold out of Novartis (NVS) in Q2 2026, closing a stake of 3 shares — an estimated $511 sold.

Financial Freedom LLC first reported a position in NVS in Q4 2022 and held it in 14 quarters. The position peaked at $511 in Q1 2026. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Financial Freedom LLC reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 3 Novartis shares in Q2 2026, an estimated $511.
Financial Freedom LLC first reported a position in Novartis in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's Novartis position peaked at $511 in Q1 2026.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.