Strategic Investment Solutions’s Novartis NVS Stock Holding History

Strategic Investment Solutions’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	$12.5K	Hold	80	–	–	﹤0.01%	414
2026 Q1	$12.2K	Hold	80	–	–	﹤0.01%	401
2025 Q4	$11K	Hold	80	–	–	﹤0.01%	390
2025 Q3	$10.3K	Hold	80	–	–	﹤0.01%	374
2025 Q2	$9.68K	Hold	80	–	–	﹤0.01%	368
2025 Q1	$8.92K	Hold	80	–	–	﹤0.01%	382
2024 Q4	$7.79K	Hold	80	–	–	﹤0.01%	412
2024 Q3	$9.2K	Hold	80	–	–	﹤0.01%	370
2024 Q2	$6.84K	Buy	+80	New	+$8.03K	﹤0.01%	387
2023 Q4	$8.08K	Sell	80 -4,960	-98%	-$479K	﹤0.01%	789
2023 Q3	$512K	Buy	5,040 +4,960	+6,200%	+$503K	0.01%	391
2023 Q2	$7.77K	Hold	80	–	–	﹤0.01%	590
2023 Q1	$7.36K	Buy	+80	New	+$6.99K	﹤0.01%	691

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

Strategic Investment Solutions's NVS Position: Q2 2026 in Review

Strategic Investment Solutions held its Novartis (NVS) position steady in Q2 2026 at 80 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Strategic Investment Solutions first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. The position peaked at $512K in Q3 2023. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Strategic Investment Solutions held 80 shares of Novartis worth $12.5K as of Q2 2026.
Strategic Investment Solutions left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #414 holding.
Strategic Investment Solutions first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Novartis position peaked at $512K in Q3 2023.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.