TD Private Client Wealth’s Novartis NVS Stock Holding History

TD Private Client 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	$2.02M	Sell	12,892 -856	-6%	-$128K	0.04%	265
2026 Q1	$2.1M	Sell	13,748 -2,548	-16%	-$391K	0.04%	243
2025 Q4	$2.25M	Buy	16,296 +1,898	+13%	+$249K	0.05%	236
2025 Q3	$1.85M	Buy	14,398 +2,091	+17%	+$255K	0.04%	254
2025 Q2	$1.49M	Sell	12,307 -128	-1%	-$14.4K	0.04%	289
2025 Q1	$1.39M	Sell	12,435 -145	-1%	-$15.4K	0.04%	285
2024 Q4	$1.22M	Buy	12,580 +134	+1%	+$14.3K	0.03%	315
2024 Q3	$1.43M	Buy	12,446 +3,596	+41%	+$408K	0.04%	306
2024 Q2	$942K	Sell	8,850 -2,056	-19%	-$206K	0.03%	353
2024 Q1	$1.05M	Sell	10,906 -1,026	-9%	-$105K	0.03%	342
2023 Q4	$1.2M	Buy	11,932 +629	+6%	+$60.7K	0.04%	309
2023 Q3	$1.15M	Buy	11,303 +1,858	+20%	+$189K	0.05%	300
2023 Q2	$953K	Buy	9,445 +54	+0.6%	+$5.4K	0.04%	340
2023 Q1	$864K	Sell	9,391 -3,156	-25%	-$276K	0.04%	350
2022 Q4	$1.14M	Buy	12,547 +764	+6%	+$64.3K	0.05%	299
2022 Q3	$896K	Sell	11,783 -3,223	-21%	-$267K	0.05%	328
2022 Q2	$1.27M	Buy	15,006 +1,756	+13%	+$154K	0.06%	280
2022 Q1	$1.16M	Sell	13,250 -3,622	-21%	-$314K	0.05%	318
2021 Q4	$1.48M	Sell	16,872 -395	-2%	-$32.8K	0.06%	286
2021 Q3	$1.41M	Sell	17,267 -7,743	-31%	-$697K	0.06%	289
2021 Q2	$2.28M	Buy	25,010 +3,573	+17%	+$318K	0.1%	215
2021 Q1	$1.83M	Sell	21,437 -1,419	-6%	-$127K	0.09%	238
2020 Q4	$2.16M	Sell	22,856 -1,228	-5%	-$107K	0.11%	201
2020 Q3	$2.09M	Sell	24,084 -9,067	-27%	-$785K	0.12%	183
2020 Q2	$2.9M	Buy	33,151 +12,619	+61%	+$1.09M	0.17%	136
2020 Q1	$1.69M	Buy	20,532 +3,208	+19%	+$286K	0.12%	165
2019 Q4	$1.64M	Buy	+17,324	New	+$1.55M	0.1%	204

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 Private Client Wealth's NVS Position: Q2 2026 in Review

TD Private Client Wealth reduced its Novartis (NVS) stake by 6.2% in Q2 2026, selling an estimated $128K and leaving 12,892 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #265.

TD Private Client Wealth first reported a position in NVS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.9M in Q2 2020. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

TD Private Client Wealth held 12,892 shares of Novartis worth $2.02M as of Q2 2026.
TD Private Client Wealth sold 856 Novartis shares in Q2 2026, an estimated $128K.
Novartis made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #265 holding.
TD Private Client Wealth first reported a position in Novartis in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's Novartis position peaked at $2.9M in Q2 2020.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.