Princeton Global Asset Management’s Novartis NVS Stock Holding History

Princeton Global 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	$19.3K	Hold	123	–	–	﹤0.01%	488
2026 Q1	$18.8K	Hold	123	–	–	﹤0.01%	493
2025 Q4	$17K	Hold	123	–	–	﹤0.01%	503
2025 Q3	$15.8K	Hold	123	–	–	﹤0.01%	477
2025 Q2	$14.9K	Buy	123 +85	+224%	+$9.58K	﹤0.01%	471
2025 Q1	$4.24K	Hold	38	–	–	﹤0.01%	507
2024 Q4	$3.7K	Hold	38	–	–	﹤0.01%	562
2024 Q3	$4.37K	Hold	38	–	–	﹤0.01%	556
2024 Q2	$4.04K	Hold	38	–	–	﹤0.01%	546
2024 Q1	$3.68K	Sell	38 -100	-72%	-$10.3K	﹤0.01%	505
2023 Q4	$13.9K	Hold	138	–	–	﹤0.01%	408
2023 Q3	$14.1K	Hold	138	–	–	﹤0.01%	373
2023 Q2	$13.9K	Hold	138	–	–	﹤0.01%	372
2023 Q1	$12.7K	Buy	138 +38	+38%	+$3.32K	﹤0.01%	388
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	411
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	413
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	427
2022 Q1	$9K	Sell	100 -9,505	-99%	-$823K	﹤0.01%	462
2021 Q4	$840K	Sell	9,605 -285	-3%	-$23.7K	0.24%	98
2021 Q3	$809K	Sell	9,890 -820	-8%	-$73.8K	0.25%	99
2021 Q2	$977K	Sell	10,710 -472	-4%	-$42K	0.3%	87
2021 Q1	$956K	Sell	11,182 -18	-0.2%	-$1.61K	0.31%	87
2020 Q4	$1.06M	Sell	11,200 -399	-3%	-$34.9K	0.37%	73
2020 Q3	$1.01M	Sell	11,599 -1,675	-13%	-$145K	0.41%	70
2020 Q2	$1.16M	Sell	13,274 -165	-1%	-$14.2K	0.36%	89
2020 Q1	$1.11M	Buy	13,439 +597	+5%	+$53.3K	0.49%	70
2019 Q4	$1.22M	Buy	12,842 +1,305	+11%	+$117K	0.49%	59
2019 Q3	$993K	Buy	11,537 +484	+4%	+$43.5K	0.57%	51
2019 Q2	$1.01M	Sell	11,053 -976	-8%	-$82.6K	0.61%	46
2019 Q1	$1.04M	Buy	12,029 +69	+0.6%	+$5.54K	0.71%	40
2018 Q4	$920K	Buy	+11,960	New	+$931K	0.81%	37

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

Princeton Global Asset Management's NVS Position: Q2 2026 in Review

Princeton Global Asset Management held its Novartis (NVS) position steady in Q2 2026 at 123 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Princeton Global Asset Management first reported a position in NVS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.22M in Q4 2019. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Princeton Global Asset Management held 123 shares of Novartis worth $19.3K as of Q2 2026.
Princeton Global Asset Management left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #488 holding.
Princeton Global Asset Management first reported a position in Novartis in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's Novartis position peaked at $1.22M in Q4 2019.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.