Financial Gravity Companies’s Novartis NVS Stock Holding History

Financial Gravity Companies’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	$7.53M	Buy	+48,030	New	+$7.2M	1.22%	24
2025 Q2	$5.35M	Buy	+44,198	New	+$4.98M	1.05%	23
2024 Q4	$3.72M	Buy	38,243 +1,640	+4%	+$175K	0.85%	31
2024 Q3	$4.21M	Buy	+36,603	New	+$4.15M	1.13%	22
2018 Q4	$8K	Buy	+106	New	+$8.25K	0.01%	632
2018 Q1	$12K	Sell	171 -1	-0.6%	-$76	0.01%	566
2017 Q4	$14K	Buy	+172	New	+$13K	0.02%	529

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 Gravity Companies's NVS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Novartis (NVS) in Q2 2026: 48,030 shares worth $7.53M. The stake represents 1.22% of the portfolio and ranks #24 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NVS as recently as Q2 2025.

Financial Gravity Companies first reported a position in NVS in Q4 2017 and has held it in 7 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Financial Gravity Companies held 48,030 shares of Novartis worth $7.53M as of Q2 2026.
Novartis was a new Financial Gravity Companies position in Q2 2026.
Novartis made up 1.22% of Financial Gravity Companies's portfolio in Q2 2026, its #24 holding.
Financial Gravity Companies first reported a position in Novartis in Q4 2017 and has held it in 7 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.