Gimbal Financial’s Novartis NVS Stock Holding History

Gimbal Financial’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	$314K	Buy	+2,002	New	+$300K	0.19%	37
2025 Q3	$283K	Hold	2,205	–	–	0.17%	41
2025 Q2	$267K	Buy	2,205 +2	+0.1%	+$225	0.16%	39
2025 Q1	$246K	Hold	2,203	–	–	0.22%	35
2024 Q4	$214K	Hold	2,203	–	–	0.18%	44
2024 Q3	$249K	Sell	2,203 -43	-2%	-$4.88K	0.16%	42
2024 Q2	$248K	Buy	2,246 +3	+0.1%	+$301	0.18%	38
2024 Q1	$217K	Hold	2,243	–	–	0.18%	44
2023 Q4	$226K	Buy	+2,243	New	+$217K	0.23%	39

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

Gimbal Financial's NVS Position: Q2 2026 in Review

Gimbal Financial opened a new position in Novartis (NVS) in Q2 2026: 2,002 shares worth $314K. The stake represents 0.19% of the portfolio and ranks #37 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in NVS as recently as Q3 2025.

Gimbal Financial first reported a position in NVS in Q4 2023 and has held it in 9 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Gimbal Financial held 2,002 shares of Novartis worth $314K as of Q2 2026.
Novartis was a new Gimbal Financial position in Q2 2026.
Novartis made up 0.19% of Gimbal Financial's portfolio in Q2 2026, its #37 holding.
Gimbal Financial first reported a position in Novartis in Q4 2023 and has held it in 9 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.