Financial Security Advisor’s Novartis NVS Stock Holding History

Financial Security Advisor’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	$355K	Hold	2,264	–	–	0.06%	118
2026 Q1	$346K	Hold	2,264	–	–	0.06%	111
2025 Q4	$312K	Buy	2,264 +5	+0.2%	+$655	0.06%	118
2025 Q3	$290K	Hold	2,259	–	–	0.06%	113
2025 Q2	$273K	Hold	2,259	–	–	0.06%	104
2025 Q1	$252K	Hold	2,259	–	–	0.06%	104
2024 Q4	$220K	Hold	2,259	–	–	0.06%	108
2024 Q3	$260K	Hold	2,259	–	–	0.06%	91
2024 Q2	$240K	Hold	2,259	–	–	0.08%	94
2024 Q1	$219K	Hold	2,259	–	–	0.08%	100
2023 Q4	$228K	Hold	2,259	–	–	0.09%	86
2023 Q3	$230K	Buy	+2,259	New	+$229K	0.11%	85

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 Security Advisor's NVS Position: Q2 2026 in Review

Financial Security Advisor held its Novartis (NVS) position steady in Q2 2026 at 2,264 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #118.

Financial Security Advisor first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Financial Security Advisor held 2,264 shares of Novartis worth $355K as of Q2 2026.
Financial Security Advisor left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.06% of Financial Security Advisor's portfolio in Q2 2026, its #118 holding.
Financial Security Advisor first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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