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Narus Financial Partners’s Novartis NVS Stock Holding History

Narus Financial Partners’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 		$296K Buy
1,889
+50
+3% +$7.5K 0.08% 143
2026
Q1 		$281K Sell
1,839
-350
-16% -$53.6K 0.07% 139
2025
Q4 		$302K Hold
2,189
– – 0.08% 136
2025
Q3 		$281K Buy
2,189
+381
+21% +$46.5K 0.08% 143
2025
Q2 		$219K Sell
1,808
-256
-12% -$28.9K 0.07% 148
2025
Q1 		$230K Sell
2,064
-265
-11% -$28.2K 0.08% 134
2024
Q4 		$227K Buy
2,329
+33
+1% +$3.52K 0.08% 135
2024
Q3 		$264K Buy
+2,296
New +$261K 0.09% 125

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

Narus Financial Partners's NVS Position: Q2 2026 in Review

Narus Financial Partners increased its Novartis (NVS) stake by 2.7% in Q2 2026, buying an estimated $7.5K and bringing the position to 1,889 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #143.

Narus Financial Partners first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. The position peaked at $302K in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Narus Financial Partners held 1,889 shares of Novartis worth $296K as of Q2 2026.
  • Narus Financial Partners bought 50 Novartis shares in Q2 2026, an estimated $7.5K.
  • Novartis made up 0.08% of Narus Financial Partners's portfolio in Q2 2026, its #143 holding.
  • Narus Financial Partners first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
  • Narus Financial Partners's Novartis position peaked at $302K in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.