Laraway Financial Advisors’s Novartis NVS Stock Holding History

Laraway Financial Advisors’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	$387K	Hold	2,467	–	–	0.23%	100
2026 Q1	$377K	Hold	2,467	–	–	0.26%	90
2025 Q4	$340K	Hold	2,467	–	–	0.22%	103
2025 Q3	$316K	Hold	2,467	–	–	0.22%	101
2025 Q2	$299K	Hold	2,467	–	–	0.23%	100
2025 Q1	$275K	Hold	2,467	–	–	0.22%	99
2024 Q4	$240K	Hold	2,467	–	–	0.19%	107
2024 Q3	$284K	Hold	2,467	–	–	0.23%	96
2024 Q2	$263K	Hold	2,467	–	–	0.22%	93
2024 Q1	$239K	Hold	2,467	–	–	0.21%	101
2023 Q4	$249K	Hold	2,467	–	–	0.24%	94
2023 Q3	$251K	Hold	2,467	–	–	0.26%	91
2023 Q2	$249K	Sell	2,467 -150	-6%	-$15K	0.25%	91
2023 Q1	$241K	Sell	2,617 -150	-5%	-$13.1K	0.24%	96
2022 Q4	$251K	Sell	2,767 -3	-0.1%	-$253	0.26%	97
2022 Q3	$210K	Hold	2,770	–	–	0.23%	100
2022 Q2	$234K	Hold	2,770	–	–	0.25%	97
2022 Q1	$243K	Hold	2,770	–	–	0.22%	102
2021 Q4	$242K	Buy	+2,770	New	+$230K	0.22%	99

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

Laraway Financial Advisors's NVS Position: Q2 2026 in Review

Laraway Financial Advisors held its Novartis (NVS) position steady in Q2 2026 at 2,467 shares worth $387K. The position accounts for 0.23% of the portfolio, ranked #100.

Laraway Financial Advisors first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Laraway Financial Advisors held 2,467 shares of Novartis worth $387K as of Q2 2026.
Laraway Financial Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.23% of Laraway Financial Advisors's portfolio in Q2 2026, its #100 holding.
Laraway Financial Advisors first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.