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Mezzasalma Advisors’s Novartis NVS Stock Holding History

Mezzasalma 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 		$1.09M Buy
6,965
+307
+5% +$46K 0.22% 63
2026
Q1 		$1.02M Buy
6,658
+297
+5% +$45.5K 0.26% 55
2025
Q4 		$881K Buy
6,361
+325
+5% +$42.6K 0.21% 69
2025
Q3 		$774K Buy
6,036
+44
+0.7% +$5.37K 0.2% 74
2025
Q2 		$725K Sell
5,992
-825
-12% -$93K 0.22% 64
2025
Q1 		$760K Sell
6,817
-84
-1% -$8.94K 0.26% 58
2024
Q4 		$672K Buy
6,901
+1,657
+32% +$177K 0.22% 56
2024
Q3 		$603K Buy
5,244
+204
+4% +$23.1K 0.24% 46
2024
Q2 		$537K Buy
5,040
+1,023
+25% +$103K 0.23% 43
2024
Q1 		$389K Buy
+4,017
New +$412K 0.18% 63
2021
Q3 		– Sell
-2,231
Closed -$204K – 102
2021
Q2 		$204K Buy
+2,231
New +$199K 0.11% 97
2021
Q1 		– Sell
-2,331
Closed -$220K – 100
2020
Q4 		$220K Buy
+2,331
New +$204K 0.14% 85

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

Mezzasalma Advisors's NVS Position: Q2 2026 in Review

Mezzasalma Advisors increased its Novartis (NVS) stake by 4.6% in Q2 2026, buying an estimated $46K and bringing the position to 6,965 shares worth $1.09M. The position accounts for 0.22% of the portfolio, ranked #63.

Mezzasalma Advisors first reported a position in NVS in Q4 2020 and has held it in 12 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mezzasalma Advisors held 6,965 shares of Novartis worth $1.09M as of Q2 2026.
  • Mezzasalma Advisors bought 307 Novartis shares in Q2 2026, an estimated $46K.
  • Novartis made up 0.22% of Mezzasalma Advisors's portfolio in Q2 2026, its #63 holding.
  • Mezzasalma Advisors first reported a position in Novartis in Q4 2020 and has held it in 12 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.