Frazier Financial Advisors’s Novartis NVS Stock Holding History

Frazier Financial Advisors’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	$31.3K	Sell	200 -7	-3%	-$1.05K	0.02%	248
2026 Q1	$31.6K	Sell	207 -35	-14%	-$5.37K	0.02%	247
2025 Q4	$33.3K	Buy	242 +42	+21%	+$5.5K	0.02%	212
2025 Q3	$25.6K	Hold	200	–	–	0.02%	239
2025 Q2	$24.2K	Sell	200 -44	-18%	-$4.96K	0.02%	239
2025 Q1	$27.2K	Buy	244 +44	+22%	+$4.68K	0.02%	207
2024 Q4	$19.5K	Sell	200 -71	-26%	-$7.57K	0.02%	253
2024 Q3	$31.2K	Sell	271 -160	-37%	-$18.2K	0.02%	199
2024 Q2	$45.9K	Buy	431 +176	+69%	+$17.7K	0.04%	165
2024 Q1	$24.7K	Hold	255	–	–	0.02%	230
2023 Q4	$25.7K	Buy	+255	New	+$24.6K	0.02%	208

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

Frazier Financial Advisors's NVS Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Novartis (NVS) stake by 3.4% in Q2 2026, selling an estimated $1.05K and leaving 200 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #248.

Frazier Financial Advisors first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.9K in Q2 2024. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Frazier Financial Advisors held 200 shares of Novartis worth $31.3K as of Q2 2026.
Frazier Financial Advisors sold 7 Novartis shares in Q2 2026, an estimated $1.05K.
Novartis made up 0.02% of Frazier Financial Advisors's portfolio in Q2 2026, its #248 holding.
Frazier Financial Advisors first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's Novartis position peaked at $45.9K in Q2 2024.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.