MJT & Associates Financial Advisory’s Novartis NVS Stock Holding History

MJT & Associates Financial Advisory’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	$23.2K	Hold	148	–	–	0.02%	119
2026 Q1	$22.6K	Hold	148	–	–	0.02%	113
2025 Q4	$20.4K	Sell	148 -17	-10%	-$2.23K	0.02%	124
2025 Q3	$21.2K	Hold	165	–	–	0.02%	121
2025 Q2	$20K	Hold	165	–	–	0.02%	146
2025 Q1	$18.4K	Buy	+165	New	+$17.6K	0.02%	153

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

MJT & Associates Financial Advisory's NVS Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Novartis (NVS) position steady in Q2 2026 at 148 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #119.

MJT & Associates Financial Advisory first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

MJT & Associates Financial Advisory held 148 shares of Novartis worth $23.2K as of Q2 2026.
MJT & Associates Financial Advisory left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #119 holding.
MJT & Associates Financial Advisory first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.