Pure Financial Advisors’s Novartis NVS Stock Holding History

Pure Financial Advisors’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	$708K	Buy	4,515 +505	+13%	+$75.7K	0.01%	298
2026 Q1	$613K	Buy	4,010 +667	+20%	+$102K	0.01%	293
2025 Q4	$461K	Buy	3,343 +698	+26%	+$91.4K	0.01%	333
2025 Q3	$339K	Sell	2,645 -866	-25%	-$106K	0.01%	375
2025 Q2	$425K	Buy	+3,511	New	+$396K	0.01%	322

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

Pure Financial Advisors's NVS Position: Q2 2026 in Review

Pure Financial Advisors increased its Novartis (NVS) stake by 13% in Q2 2026, buying an estimated $75.7K and bringing the position to 4,515 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #298.

Pure Financial Advisors first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Pure Financial Advisors held 4,515 shares of Novartis worth $708K as of Q2 2026.
Pure Financial Advisors bought 505 Novartis shares in Q2 2026, an estimated $75.7K.
Novartis made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #298 holding.
Pure Financial Advisors first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.