O'Rourke & Company’s Novartis NVS Stock Holding History

O'Rourke & Company’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	$216K	Hold	1,378	–	–	0.08%	163
2026 Q1	$211K	Buy	+1,378	New	+$211K	0.08%	160

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

O'Rourke & Company's NVS Position: Q2 2026 in Review

O'Rourke & Company held its Novartis (NVS) position steady in Q2 2026 at 1,378 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #163.

O'Rourke & Company first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

O'Rourke & Company held 1,378 shares of Novartis worth $216K as of Q2 2026.
O'Rourke & Company left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.08% of O'Rourke & Company's portfolio in Q2 2026, its #163 holding.
O'Rourke & Company first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.