Steigerwald Gordon & Koch’s Novartis NVS Stock Holding History

Steigerwald Gordon & Koch’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	$328K	Hold	2,091	–	–	0.03%	115
2026 Q1	$319K	Hold	2,091	–	–	0.03%	104
2025 Q4	$288K	Sell	2,091 -49	-2%	-$6.42K	0.03%	114
2025 Q3	$274K	Buy	2,140 +49	+2%	+$5.98K	0.03%	116
2025 Q2	$253K	Hold	2,091	–	–	0.03%	109
2025 Q1	$233K	Hold	2,091	–	–	0.03%	111
2024 Q4	$203K	Hold	2,091	–	–	0.02%	126
2024 Q3	$241K	Buy	2,091 +95	+5%	+$10.8K	0.03%	118
2024 Q2	$212K	Buy	+1,996	New	+$200K	0.03%	117
2024 Q1	–	Sell	-1,996	Closed	-$202K	–	127
2023 Q4	$202K	Buy	+1,996	New	+$193K	0.03%	118
2023 Q3	–	Sell	-1,992	Closed	-$201K	–	113
2023 Q2	$201K	Buy	+1,992	New	+$199K	0.03%	107

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

Steigerwald Gordon & Koch's NVS Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Novartis (NVS) position steady in Q2 2026 at 2,091 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #115.

Steigerwald Gordon & Koch first reported a position in NVS in Q2 2023 and has held it in 11 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Steigerwald Gordon & Koch held 2,091 shares of Novartis worth $328K as of Q2 2026.
Steigerwald Gordon & Koch left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #115 holding.
Steigerwald Gordon & Koch first reported a position in Novartis in Q2 2023 and has held it in 11 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.