Newbridge Financial Services Group’s Novartis NVS Stock Holding History

Newbridge Financial Services 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	$4.25K	Hold	27	–	–	﹤0.01%	988
2026 Q1	$4.14K	Hold	27	–	–	﹤0.01%	941
2025 Q4	$3.67K	Sell	27 -41	-60%	-$5.37K	﹤0.01%	946
2025 Q3	$8.67K	Hold	68	–	–	﹤0.01%	926
2025 Q2	$8.18K	Buy	68 +42	+162%	+$4.73K	﹤0.01%	937
2025 Q1	$2.9K	Hold	26	–	–	﹤0.01%	855
2024 Q4	$2.53K	Hold	26	–	–	﹤0.01%	943
2024 Q3	$2.99K	Buy	+26	New	+$2.95K	﹤0.01%	538
2023 Q4	–	Sell	-94	Closed	-$9.55K	–	1276
2023 Q3	$9.55K	Hold	94	–	–	﹤0.01%	830
2023 Q2	$9.46K	Hold	94	–	–	﹤0.01%	898
2023 Q1	$8.62K	Buy	94 +3	+3%	+$262	﹤0.01%	935
2022 Q4	$8.28K	Hold	91	–	–	﹤0.01%	949
2022 Q3	$7K	Hold	91	–	–	﹤0.01%	974
2022 Q2	$8K	Hold	91	–	–	0.01%	921
2022 Q1	$8K	Sell	91 -9	-9%	-$779	﹤0.01%	994
2021 Q4	$9K	Buy	100 +11	+12%	+$913	﹤0.01%	937
2021 Q3	$7K	Hold	89	–	–	﹤0.01%	954
2021 Q2	$8K	Hold	89	–	–	﹤0.01%	1035
2021 Q1	$8K	Buy	+89	New	+$7.99K	0.01%	955

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

Newbridge Financial Services Group's NVS Position: Q2 2026 in Review

Newbridge Financial Services Group held its Novartis (NVS) position steady in Q2 2026 at 27 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Newbridge Financial Services Group first reported a position in NVS in Q1 2021 and has held it in 19 quarters since. The position peaked at $9.55K in Q3 2023. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Newbridge Financial Services Group held 27 shares of Novartis worth $4.25K as of Q2 2026.
Newbridge Financial Services Group left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #988 holding.
Newbridge Financial Services Group first reported a position in Novartis in Q1 2021 and has held it in 19 quarters since.
Newbridge Financial Services Group's Novartis position peaked at $9.55K in Q3 2023.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.