Financial Perspectives’s Novartis NVS Stock Holding History

Financial Perspectives’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	$278K	Hold	1,774	–	–	0.07%	146
2026 Q1	$271K	Hold	1,774	–	–	0.08%	138
2025 Q4	$245K	Hold	1,774	–	–	0.07%	145
2025 Q3	$227K	Hold	1,774	–	–	0.06%	147
2025 Q2	$215K	Hold	1,774	–	–	0.06%	142
2025 Q1	$198K	Hold	1,774	–	–	0.07%	141
2024 Q4	$173K	Hold	1,774	–	–	0.06%	151
2024 Q3	$204K	Buy	1,774 +574	+48%	+$65.1K	0.07%	137
2024 Q2	$128K	Hold	1,200	–	–	0.05%	176
2024 Q1	$116K	Sell	1,200 -33	-3%	-$3.38K	0.04%	186
2023 Q4	$124K	Hold	1,233	–	–	0.05%	176
2023 Q3	$126K	Hold	1,233	–	–	0.06%	162
2023 Q2	$124K	Hold	1,233	–	–	0.05%	161
2023 Q1	$113K	Hold	1,233	–	–	0.05%	168
2022 Q4	$112K	Hold	1,233	–	–	0.06%	162
2022 Q3	$93.7K	Hold	1,233	–	–	0.05%	174
2022 Q2	$104K	Hold	1,233	–	–	0.06%	167
2022 Q1	$108K	Hold	1,233	–	–	0.05%	183
2021 Q4	$108K	Sell	1,233 -523	-30%	-$43.4K	0.05%	168
2021 Q3	$144K	Sell	1,756 -3,005	-63%	-$270K	0.07%	145
2021 Q2	$434K	Hold	4,761	–	–	0.21%	75
2021 Q1	$407K	Buy	4,761 +300	+7%	+$26.9K	0.22%	73
2020 Q4	$421K	Buy	4,461 +111	+3%	+$9.7K	0.24%	65
2020 Q3	$378K	Hold	4,350	–	–	0.25%	58
2020 Q2	$380K	Buy	4,350 +285	+7%	+$24.6K	0.27%	53
2020 Q1	$335K	Buy	4,065 +112	+3%	+$9.99K	0.27%	47
2019 Q4	$374K	Buy	+3,953	New	+$355K	0.26%	50

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 Perspectives's NVS Position: Q2 2026 in Review

Financial Perspectives held its Novartis (NVS) position steady in Q2 2026 at 1,774 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #146.

Financial Perspectives first reported a position in NVS in Q4 2019 and has held it in 27 quarters since. The position peaked at $434K in Q2 2021. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Financial Perspectives held 1,774 shares of Novartis worth $278K as of Q2 2026.
Financial Perspectives left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.07% of Financial Perspectives's portfolio in Q2 2026, its #146 holding.
Financial Perspectives first reported a position in Novartis in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Novartis position peaked at $434K in Q2 2021.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.