Morse Asset Management’s Novartis NVS Stock Holding History

Morse Asset 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	–	Sell	-45	Closed	-$6.87K	–	437
2026 Q1	$6.87K	Sell	45 -4	-8%	-$613	﹤0.01%	311
2025 Q4	$6.76K	Hold	49	–	–	﹤0.01%	306
2025 Q3	$6.28K	Hold	49	–	–	﹤0.01%	287
2025 Q2	$5.93K	Buy	+49	New	+$5.52K	﹤0.01%	290

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

Morse Asset Management's NVS Position: Q2 2026 in Review

Morse Asset Management sold out of Novartis (NVS) in Q2 2026, closing a stake of 45 shares — an estimated $6.87K sold.

Morse Asset Management first reported a position in NVS in Q2 2025 and held it in 4 quarters. The position peaked at $6.87K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Morse Asset Management reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Morse Asset Management sold 45 Novartis shares in Q2 2026, an estimated $6.87K.
Morse Asset Management first reported a position in Novartis in Q2 2025 and held it in 4 quarters.
Morse Asset Management's Novartis position peaked at $6.87K in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.