Peak Asset Management’s Novartis NVS Stock Holding History

Peak 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	$313K	Hold	2,000	–	–	0.05%	153
2026 Q1	$306K	Hold	2,000	–	–	0.05%	127
2025 Q4	$276K	Hold	2,000	–	–	0.05%	136
2025 Q3	$256K	Hold	2,000	–	–	0.04%	132
2025 Q2	$242K	Hold	2,000	–	–	0.04%	137
2025 Q1	$223K	Buy	+2,000	New	+$213K	0.04%	138
2024 Q4	–	Sell	-2,000	Closed	-$230K	–	152
2024 Q3	$230K	Hold	2,000	–	–	0.04%	143
2024 Q2	$213K	Buy	+2,000	New	+$201K	0.04%	137
2024 Q1	–	Sell	-2,400	Closed	-$242K	–	149
2023 Q4	$242K	Hold	2,400	–	–	0.05%	127
2023 Q3	$244K	Hold	2,400	–	–	0.06%	124
2023 Q2	$242K	Hold	2,400	–	–	0.06%	129
2023 Q1	$221K	Buy	+2,400	New	+$210K	0.05%	134

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

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

Peak Asset Management held its Novartis (NVS) position steady in Q2 2026 at 2,000 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #153.

Peak Asset Management first reported a position in NVS in Q1 2023 and has held it in 12 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Peak Asset Management held 2,000 shares of Novartis worth $313K as of Q2 2026.
Peak Asset Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.05% of Peak Asset Management's portfolio in Q2 2026, its #153 holding.
Peak Asset Management first reported a position in Novartis in Q1 2023 and has held it in 12 quarters since.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.