Syverson Strege & Co’s Novartis NVS Stock Holding History

Syverson Strege & Co’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	$308K	Sell	1,964 -9	-0.5%	-$1.35K	0.07%	129
2026 Q1	$301K	Buy	1,973 +78	+4%	+$12K	0.07%	120
2025 Q4	$261K	Buy	+1,895	New	+$248K	0.06%	129
2023 Q2	–	Sell	-370	Closed	-$34K	–	432
2023 Q1	$34K	Buy	+370	New	+$32.3K	0.01%	152

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

Syverson Strege & Co's NVS Position: Q2 2026 in Review

Syverson Strege & Co reduced its Novartis (NVS) stake by 0.46% in Q2 2026, selling an estimated $1.35K and leaving 1,964 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #129.

Syverson Strege & Co first reported a position in NVS in Q1 2023 and has held it in 4 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Syverson Strege & Co held 1,964 shares of Novartis worth $308K as of Q2 2026.
Syverson Strege & Co sold 9 Novartis shares in Q2 2026, an estimated $1.35K.
Novartis made up 0.07% of Syverson Strege & Co's portfolio in Q2 2026, its #129 holding.
Syverson Strege & Co first reported a position in Novartis in Q1 2023 and has held it in 4 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.