Interchange Capital Partners’s Novartis NVS Stock Holding History

Interchange Capital 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	$601K	Buy	3,832 +1,837	+92%	+$275K	0.11%	177
2026 Q1	$234K	Sell	1,995 -1,955	-49%	-$300K	0.07%	241
2025 Q4	$545K	Sell	3,950 -104	-3%	-$13.6K	0.1%	181
2025 Q3	$520K	Buy	4,054 +533	+15%	+$65K	0.1%	174
2025 Q2	$426K	Buy	3,521 +1,542	+78%	+$174K	0.1%	170
2025 Q1	$221K	Sell	1,979 -95	-5%	-$10.1K	0.06%	248
2024 Q4	$202K	Sell	2,074 -93	-4%	-$9.92K	0.07%	240
2024 Q3	$249K	Sell	2,167 -2	-0.1%	-$227	0.09%	223
2024 Q2	$231K	Buy	+2,169	New	+$218K	0.08%	234
2023 Q2	–	Sell	-2,268	Closed	-$209K	–	201
2023 Q1	$209K	Buy	+2,268	New	+$198K	0.11%	196
2021 Q1	–	Sell	-1,342	Closed	-$126K	–	814
2020 Q4	$126K	Buy	+1,342	New	+$117K	0.07%	271

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

Interchange Capital Partners's NVS Position: Q2 2026 in Review

Interchange Capital Partners increased its Novartis (NVS) stake by 92% in Q2 2026, buying an estimated $275K and bringing the position to 3,832 shares worth $601K. The position accounts for 0.11% of the portfolio, ranked #177.

Interchange Capital Partners first reported a position in NVS in Q4 2020 and has held it in 11 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Interchange Capital Partners held 3,832 shares of Novartis worth $601K as of Q2 2026.
Interchange Capital Partners bought 1,837 Novartis shares in Q2 2026, an estimated $275K.
Novartis made up 0.11% of Interchange Capital Partners's portfolio in Q2 2026, its #177 holding.
Interchange Capital Partners first reported a position in Novartis in Q4 2020 and has held it in 11 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.