Post Resch Tallon Group’s Novartis NVS Stock Holding History

Post Resch Tallon 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	$263K	Hold	1,681	–	–	0.18%	96
2026 Q1	$261K	Sell	1,681 -8	-0.5%	-$1.23K	0.21%	91
2025 Q4	$233K	Buy	1,689 +24	+1%	+$3.14K	0.2%	84
2025 Q3	$214K	Hold	1,665	–	–	0.19%	92
2025 Q2	$201K	Buy	+1,665	New	+$188K	0.19%	88

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

Post Resch Tallon Group's NVS Position: Q2 2026 in Review

Post Resch Tallon Group held its Novartis (NVS) position steady in Q2 2026 at 1,681 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #96.

Post Resch Tallon Group first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Post Resch Tallon Group held 1,681 shares of Novartis worth $263K as of Q2 2026.
Post Resch Tallon Group left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.18% of Post Resch Tallon Group's portfolio in Q2 2026, its #96 holding.
Post Resch Tallon Group first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.