Mascoma Wealth Management’s Novartis NVS Stock Holding History

Mascoma Wealth 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	$10.5K	Hold	67	–	–	﹤0.01%	321
2026 Q1	$10.2K	Hold	67	–	–	﹤0.01%	317
2025 Q4	$9.24K	Hold	67	–	–	﹤0.01%	323
2025 Q3	$8.59K	Hold	67	–	–	﹤0.01%	334
2025 Q2	$8.11K	Hold	67	–	–	﹤0.01%	346
2025 Q1	$7.47K	Hold	67	–	–	﹤0.01%	360
2024 Q4	$6.52K	Hold	67	–	–	﹤0.01%	382
2024 Q3	$7.71K	Hold	67	–	–	﹤0.01%	343
2024 Q2	$7.13K	Hold	67	–	–	﹤0.01%	369
2024 Q1	$6.48K	Hold	67	–	–	﹤0.01%	360
2023 Q4	$6.76K	Hold	67	–	–	﹤0.01%	362
2023 Q3	$6.83K	Hold	67	–	–	﹤0.01%	358
2023 Q2	$6.9K	Hold	67	–	–	﹤0.01%	354
2023 Q1	$6.87K	Hold	67	–	–	﹤0.01%	446
2022 Q4	$6.08K	Hold	67	–	–	﹤0.01%	466
2022 Q3	$5K	Hold	67	–	–	﹤0.01%	483
2022 Q2	$6K	Hold	67	–	–	﹤0.01%	483
2022 Q1	$6K	Buy	+67	New	+$5.8K	﹤0.01%	492
2019 Q1	–	Sell	-45	Closed	-$3K	–	410
2018 Q4	$3K	Hold	45	–	–	﹤0.01%	325
2018 Q3	$3K	Hold	45	–	–	﹤0.01%	348
2018 Q2	$3K	Hold	45	–	–	﹤0.01%	346
2018 Q1	$3K	Sell	45 -67	-60%	-$5.1K	﹤0.01%	334
2017 Q4	$9K	Sell	112 -446	-80%	-$33.7K	0.01%	274
2017 Q3	$43K	Hold	558	–	–	0.03%	158
2017 Q2	$42K	Buy	558 +223	+67%	+$15.8K	0.03%	168
2017 Q1	$22K	Hold	335	–	–	0.02%	210
2016 Q4	$22K	Buy	+335	New	+$21.7K	0.02%	204

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

Mascoma Wealth Management's NVS Position: Q2 2026 in Review

Mascoma Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 67 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Mascoma Wealth Management first reported a position in NVS in Q4 2016 and has held it in 27 quarters since. The position peaked at $43K in Q3 2017. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Mascoma Wealth Management held 67 shares of Novartis worth $10.5K as of Q2 2026.
Mascoma Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #321 holding.
Mascoma Wealth Management first reported a position in Novartis in Q4 2016 and has held it in 27 quarters since.
Mascoma Wealth Management's Novartis position peaked at $43K in Q3 2017.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.