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FWL Investment Management’s Novartis NVS Stock Holding History

FWL Investment Management’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 		$14.1K Sell
90
-1
-1% -$150 ﹤0.01% 284
2026
Q1 		$13.9K Buy
91
+57
+168% +$8.74K ﹤0.01% 240
2025
Q4 		$4.69K Buy
+34
New +$4.45K ﹤0.01% 314
2024
Q1 		– Sell
-152
Closed -$15.3K – 251
2023
Q4 		$15.3K Buy
+152
New +$14.7K 0.01% 144

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FWL Investment Management's NVS Position: Q2 2026 in Review

FWL Investment Management reduced its Novartis (NVS) stake by 1.1% in Q2 2026, selling an estimated $150 and leaving 90 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

FWL Investment Management first reported a position in NVS in Q4 2023 and has held it in 4 quarters since. The position peaked at $15.3K in Q4 2023. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • FWL Investment Management held 90 shares of Novartis worth $14.1K as of Q2 2026.
  • FWL Investment Management sold 1 Novartis share in Q2 2026, an estimated $150.
  • Novartis made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #284 holding.
  • FWL Investment Management first reported a position in Novartis in Q4 2023 and has held it in 4 quarters since.
  • FWL Investment Management's Novartis position peaked at $15.3K in Q4 2023.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.