Nalls Sherbakoff Group’s Novartis NVS Stock Holding History

Nalls Sherbakoff Group’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	$39.2K	Hold	250	–	–	0.03%	208
2026 Q1	$38.2K	Hold	250	–	–	0.03%	216
2025 Q4	$34.5K	Hold	250	–	–	0.02%	237
2025 Q3	$32.1K	Hold	250	–	–	0.02%	246
2025 Q2	$30.3K	Hold	250	–	–	0.02%	244
2025 Q1	$27.9K	Buy	+250	New	+$26.6K	0.02%	224
2023 Q4	$25.2K	Hold	250	–	–	0.02%	219
2023 Q3	$25.5K	Hold	250	–	–	0.02%	207
2023 Q2	$24.1K	Hold	250	–	–	0.02%	210
2023 Q1	$22.9K	Buy	+250	New	+$21.8K	0.02%	217
2018 Q4	$21K	Buy	+279	New	+$21.7K	0.03%	208

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

Nalls Sherbakoff Group's NVS Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Novartis (NVS) position steady in Q2 2026 at 250 shares worth $39.2K. The position accounts for 0.03% of the portfolio, ranked #208.

Nalls Sherbakoff Group first reported a position in NVS in Q4 2018 and has held it in 11 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Nalls Sherbakoff Group held 250 shares of Novartis worth $39.2K as of Q2 2026.
Nalls Sherbakoff Group left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #208 holding.
Nalls Sherbakoff Group first reported a position in Novartis in Q4 2018 and has held it in 11 quarters since.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.