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Tealwood Asset Management’s Novartis NVS Stock Holding History

Tealwood Asset 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 		$3.49M Sell
22,271
-91
-0.4% -$13.6K 1.34% 14
2026
Q1 		$3.42M Sell
22,362
-453
-2% -$69.4K 1.55% 5
2025
Q4 		$3.15M Buy
22,815
+10
+0% +$1.31K 1.41% 10
2025
Q3 		$2.92M Sell
22,805
-776
-3% -$94.7K 1.18% 18
2025
Q2 		$2.85M Sell
23,581
-731
-3% -$82.4K 1.27% 12
2025
Q1 		$2.71M Buy
24,312
+63
+0.3% +$6.71K 1.25% 14
2024
Q4 		$2.36M Buy
24,249
+331
+1% +$35.3K 0.98% 36
2024
Q3 		$2.75M Sell
23,918
-302
-1% -$34.3K 1.2% 18
2024
Q2 		$2.58M Sell
24,220
-229
-0.9% -$23K 1.55% 14
2024
Q1 		$2.37M Buy
24,449
+123
+0.5% +$12.6K 1.06% 24
2023
Q4 		$2.46M Sell
24,326
-370
-1% -$35.7K 1.17% 18
2023
Q3 		$2.52M Sell
24,696
-160
-0.6% -$16.2K 1.29% 12
2023
Q2 		$2.51M Sell
24,856
-355
-1% -$35.5K 1.22% 9
2023
Q1 		$2.32M Sell
25,211
-222
-0.9% -$19.4K 1.18% 17
2022
Q4 		$2.31M Sell
25,433
-899
-3% -$75.7K 1.21% 12
2022
Q3 		$2M Sell
26,332
-211
-0.8% -$17.5K 1.08% 20
2022
Q2 		$2.24M Buy
+26,543
New +$2.33M 1.11% 20

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

Tealwood Asset Management's NVS Position: Q2 2026 in Review

Tealwood Asset Management reduced its Novartis (NVS) stake by 0.41% in Q2 2026, selling an estimated $13.6K and leaving 22,271 shares worth $3.49M. The position accounts for 1.34% of the portfolio, ranked #14.

Tealwood Asset Management first reported a position in NVS in Q2 2022 and has held it in 17 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Tealwood Asset Management held 22,271 shares of Novartis worth $3.49M as of Q2 2026.
  • Tealwood Asset Management sold 91 Novartis shares in Q2 2026, an estimated $13.6K.
  • Novartis made up 1.34% of Tealwood Asset Management's portfolio in Q2 2026, its #14 holding.
  • Tealwood Asset Management first reported a position in Novartis in Q2 2022 and has held it in 17 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Tealwood Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.