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Platform Technology Partners’s Novartis NVS Stock Holding History

Platform Technology 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 		$464K Sell
2,960
-24
-0.8% -$3.6K 0.08% 190
2026
Q1 		$456K Hold
2,984
– – 0.09% 174
2025
Q4 		$411K Buy
2,984
+111
+4% +$14.5K 0.09% 170
2025
Q3 		$368K Sell
2,873
-491
-15% -$59.9K 0.09% 174
2025
Q2 		$407K Buy
3,364
+836
+33% +$94.2K 0.11% 165
2025
Q1 		$282K Sell
2,528
-100
-4% -$10.6K 0.08% 189
2024
Q4 		$256K Sell
2,628
-1
-0% -$107 0.08% 187
2024
Q3 		$302K Sell
2,629
-54
-2% -$6.13K 0.1% 178
2024
Q2 		$286K Buy
+2,683
New +$269K 0.1% 169
2023
Q4 		$270K Sell
2,683
-260
-9% -$25.1K 0.1% 171
2023
Q3 		$300K Hold
2,943
– – 0.14% 144
2023
Q2 		$286K Hold
2,943
– – 0.13% 152
2023
Q1 		$271K Hold
2,943
– – 0.13% 153
2022
Q4 		$267K Sell
2,943
-77
-3% -$6.49K 0.14% 147
2022
Q3 		$230K Hold
3,020
– – 0.13% 157
2022
Q2 		$255K Sell
3,020
-47
-2% -$4.12K 0.14% 151
2022
Q1 		$269K Buy
3,067
+1
+0% +$87 0.13% 153
2021
Q4 		$268K Buy
3,066
+8
+0.3% +$664 0.12% 166
2021
Q3 		$250K Buy
3,058
+13
+0.4% +$1.17K 0.11% 185
2021
Q2 		$278K Buy
+3,045
New +$271K 0.11% 188
2020
Q4 		$288K Buy
3,045
+2
+0.1% +$175 0.14% 157
2020
Q3 		$265K Buy
+3,043
New +$264K 0.16% 141

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

Platform Technology Partners's NVS Position: Q2 2026 in Review

Platform Technology Partners reduced its Novartis (NVS) stake by 0.8% in Q2 2026, selling an estimated $3.6K and leaving 2,960 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #190.

Platform Technology Partners first reported a position in NVS in Q3 2020 and has held it in 22 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Platform Technology Partners held 2,960 shares of Novartis worth $464K as of Q2 2026.
  • Platform Technology Partners sold 24 Novartis shares in Q2 2026, an estimated $3.6K.
  • Novartis made up 0.08% of Platform Technology Partners's portfolio in Q2 2026, its #190 holding.
  • Platform Technology Partners first reported a position in Novartis in Q3 2020 and has held it in 22 quarters since.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.