TD Capital Management’s Novartis NVS Stock Holding History

TD Capital Management’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	$5.17K	Hold	33	–	–	﹤0.01%	528
2026 Q1	$5.04K	Hold	33	–	–	﹤0.01%	559
2025 Q4	$4.5K	Buy	33 +12	+57%	+$1.57K	﹤0.01%	534
2025 Q3	$2.64K	Hold	21	–	–	﹤0.01%	545
2025 Q2	$2.49K	Buy	21 +1	+5%	+$113	﹤0.01%	553
2025 Q1	$2.23K	Hold	20	–	–	﹤0.01%	462
2024 Q4	$1.95K	Buy	+20	New	+$2.13K	﹤0.01%	462
2013 Q3	–	Sell	-304	Closed	-$19K	–	196
2013 Q2	$19K	Buy	+304	New	+$19.8K	﹤0.01%	145

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

TD Capital Management's NVS Position: Q2 2026 in Review

TD Capital Management held its Novartis (NVS) position steady in Q2 2026 at 33 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

TD Capital Management first reported a position in NVS in Q2 2013 and has held it in 8 quarters since. The position peaked at $19K in Q2 2013. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

TD Capital Management held 33 shares of Novartis worth $5.17K as of Q2 2026.
TD Capital Management left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #528 holding.
TD Capital Management first reported a position in Novartis in Q2 2013 and has held it in 8 quarters since.
TD Capital Management's Novartis position peaked at $19K in Q2 2013.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.