Symphony Financial’s Novartis NVS Stock Holding History

Symphony Financial’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	$209K	Buy	+1,325	New	+$199K	0.02%	355
2021 Q3	–	Sell	-4,198	Closed	-$383K	–	183
2021 Q2	$383K	Buy	+4,198	New	+$374K	0.13%	119
2020 Q4	–	Sell	-3,262	Closed	-$284K	–	155
2020 Q3	$284K	Buy	+3,262	New	+$283K	0.12%	108
2020 Q2	–	Sell	-3,302	Closed	-$270K	–	140
2020 Q1	$270K	Buy	+3,302	New	+$295K	0.19%	76

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

Symphony Financial's NVS Position: Q2 2026 in Review

Symphony Financial opened a new position in Novartis (NVS) in Q2 2026: 1,325 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings. This is a return to the name: Symphony Financial previously reported a position in NVS as recently as Q2 2021.

Symphony Financial first reported a position in NVS in Q1 2020 and has held it in 4 quarters since. The position peaked at $383K in Q2 2021. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Symphony Financial held 1,325 shares of Novartis worth $209K as of Q2 2026.
Novartis was a new Symphony Financial position in Q2 2026.
Novartis made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #355 holding.
Symphony Financial first reported a position in Novartis in Q1 2020 and has held it in 4 quarters since.
Symphony Financial's Novartis position peaked at $383K in Q2 2021.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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