Gryphon Financial Partners’s Novartis NVS Stock Holding History

Gryphon Financial 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	$223K	Buy	+1,421	New	+$213K	0.02%	367
2018 Q3	–	Sell	-655	Closed	-$44K	–	620
2018 Q2	$44K	Sell	655 -36	-5%	-$2.48K	0.02%	245
2018 Q1	$50K	Buy	691 +140	+25%	+$10.7K	0.03%	225
2017 Q4	$41K	Buy	+551	New	+$41.6K	0.02%	280

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

Gryphon Financial Partners's NVS Position: Q2 2026 in Review

Gryphon Financial Partners opened a new position in Novartis (NVS) in Q2 2026: 1,421 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings. This is a return to the name: Gryphon Financial Partners previously reported a position in NVS as recently as Q2 2018.

Gryphon Financial Partners first reported a position in NVS in Q4 2017 and has held it in 4 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Gryphon Financial Partners held 1,421 shares of Novartis worth $223K as of Q2 2026.
Novartis was a new Gryphon Financial Partners position in Q2 2026.
Novartis made up 0.02% of Gryphon Financial Partners's portfolio in Q2 2026, its #367 holding.
Gryphon Financial Partners first reported a position in Novartis in Q4 2017 and has held it in 4 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.