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Gold Investment Management’s Novartis NVS Stock Holding History

Gold 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 		$1.57K Hold
10
– – ﹤0.01% 193
2026
Q1 		$1.53K Hold
10
– – ﹤0.01% 191
2025
Q4 		$1.38K Hold
10
– – ﹤0.01% 196
2025
Q3 		$1.28K Hold
10
– – ﹤0.01% 196
2025
Q2 		$1.23K Hold
10
– – ﹤0.01% 196
2025
Q1 		$1.11K Hold
10
– – ﹤0.01% 208
2024
Q4 		$973 Hold
10
– – ﹤0.01% 210
2024
Q3 		$1.15K Hold
10
– – ﹤0.01% 202
2024
Q2 		$1.06K Hold
10
– – ﹤0.01% 207
2024
Q1 		$967 Hold
10
– – ﹤0.01% 207
2023
Q4 		$1.01K Buy
+10
New +$965 ﹤0.01% 204

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

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

Gold Investment Management held its Novartis (NVS) position steady in Q2 2026 at 10 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Gold Investment Management first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Gold Investment Management held 10 shares of Novartis worth $1.57K as of Q2 2026.
  • Gold Investment Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of Gold Investment Management's portfolio in Q2 2026, its #193 holding.
  • Gold Investment Management first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.