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Golden State Equity Partners’s Novartis NVS Stock Holding History

Golden State Equity Partners’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 		$51.7K Sell
330
-2,418
-88% -$362K 0.14% 94
2026
Q1 		$420K Buy
2,748
+1,250
+83% +$192K 0.03% 494
2025
Q4 		$207K Buy
+1,498
New +$196K 0.03% 472
2024
Q4 		– Sell
-344
Closed -$39.6K – 727
2024
Q3 		$39.6K Buy
+344
New +$39K 0.01% 567

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

Golden State Equity Partners's NVS Position: Q2 2026 in Review

Golden State Equity Partners reduced its Novartis (NVS) stake by 88% in Q2 2026, selling an estimated $362K and leaving 330 shares worth $51.7K. The position accounts for 0.14% of the portfolio, ranked #94.

Golden State Equity Partners first reported a position in NVS in Q3 2024 and has held it in 4 quarters since. The position peaked at $420K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Golden State Equity Partners held 330 shares of Novartis worth $51.7K as of Q2 2026.
  • Golden State Equity Partners sold 2,418 Novartis shares in Q2 2026, an estimated $362K.
  • Novartis made up 0.14% of Golden State Equity Partners's portfolio in Q2 2026, its #94 holding.
  • Golden State Equity Partners first reported a position in Novartis in Q3 2024 and has held it in 4 quarters since.
  • Golden State Equity Partners's Novartis position peaked at $420K in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.