StrongBox Wealth’s Novartis NVS Stock Holding History

StrongBox Wealth’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	$1.06M	Hold	6,789	–	–	0.3%	53
2026 Q1	$1.04M	Hold	6,789	–	–	0.33%	50
2025 Q4	$936K	Buy	6,789 +850	+14%	+$111K	0.31%	51
2025 Q3	$762K	Buy	5,939 +200	+3%	+$24.4K	0.26%	56
2025 Q2	$694K	Hold	5,739	–	–	0.26%	57
2025 Q1	$640K	Buy	5,739 +210	+4%	+$22.4K	0.27%	59
2024 Q4	$538K	Sell	5,529 -201	-4%	-$21.4K	0.23%	57
2024 Q3	$659K	Buy	5,730 +592	+12%	+$67.2K	0.28%	56
2024 Q2	$547K	Buy	5,138 +1,855	+57%	+$186K	0.26%	53
2024 Q1	$318K	Buy	3,283 +157	+5%	+$16.1K	0.17%	65
2023 Q4	$316K	Buy	3,126 +430	+16%	+$41.5K	0.18%	62
2023 Q3	$275K	Sell	2,696 -245	-8%	-$24.9K	0.17%	67
2023 Q2	$297K	Buy	2,941 +100	+4%	+$10K	0.19%	71
2023 Q1	$261K	Buy	2,841 +350	+14%	+$30.6K	0.18%	75
2022 Q4	$226K	Buy	+2,491	New	+$210K	0.16%	73
2022 Q3	–	Sell	-2,446	Closed	-$207K	–	81
2022 Q2	$207K	Buy	+2,446	New	+$215K	0.13%	82
2021 Q1	–	Sell	-5,463	Closed	-$516K	–	103
2020 Q4	$516K	Sell	5,463 -990	-15%	-$86.5K	0.33%	57
2020 Q3	$561K	Sell	6,453 -548	-8%	-$47.5K	0.41%	52
2020 Q2	$611K	Buy	7,001 +611	+10%	+$52.7K	0.56%	54
2020 Q1	$527K	Buy	+6,390	New	+$570K	0.6%	47

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

StrongBox Wealth's NVS Position: Q2 2026 in Review

StrongBox Wealth held its Novartis (NVS) position steady in Q2 2026 at 6,789 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #53.

StrongBox Wealth first reported a position in NVS in Q1 2020 and has held it in 20 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

StrongBox Wealth held 6,789 shares of Novartis worth $1.06M as of Q2 2026.
StrongBox Wealth left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.3% of StrongBox Wealth's portfolio in Q2 2026, its #53 holding.
StrongBox Wealth first reported a position in Novartis in Q1 2020 and has held it in 20 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.