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SYM Financial Corp’s Novartis NVS Stock Holding History

SYM Financial Corp’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 		$624K Buy
3,984
+450
+13% +$67.5K 0.05% 115
2026
Q1 		$540K Buy
3,534
+544
+18% +$83.4K 0.05% 120
2025
Q4 		$412K Buy
2,990
+149
+5% +$19.5K 0.04% 158
2025
Q3 		$364K Sell
2,841
-556
-16% -$67.8K 0.04% 163
2025
Q2 		$411K Buy
+3,397
New +$383K 0.05% 153
2024
Q4 		– Sell
-1,835
Closed -$211K – 351
2024
Q3 		$211K Buy
+1,835
New +$208K 0.03% 169

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SYM Financial Corp's NVS Position: Q2 2026 in Review

SYM Financial Corp increased its Novartis (NVS) stake by 13% in Q2 2026, buying an estimated $67.5K and bringing the position to 3,984 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #115.

SYM Financial Corp first reported a position in NVS in Q3 2024 and has held it in 6 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • SYM Financial Corp held 3,984 shares of Novartis worth $624K as of Q2 2026.
  • SYM Financial Corp bought 450 Novartis shares in Q2 2026, an estimated $67.5K.
  • Novartis made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #115 holding.
  • SYM Financial Corp first reported a position in Novartis in Q3 2024 and has held it in 6 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.