TFC Financial Management’s Novartis NVS Stock Holding History

TFC Financial 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	$90.3K	Buy	576 +414	+256%	+$62.1K	0.01%	228
2026 Q1	$24.7K	Hold	162	–	–	﹤0.01%	335
2025 Q4	$22.3K	Hold	162	–	–	﹤0.01%	344
2025 Q3	$20.8K	Hold	162	–	–	﹤0.01%	346
2025 Q2	$19.6K	Sell	162 -63	-28%	-$7.1K	﹤0.01%	336
2025 Q1	$25.1K	Hold	225	–	–	﹤0.01%	304
2024 Q4	$21.9K	Sell	225 -39	-15%	-$4.16K	﹤0.01%	303
2024 Q3	$30.4K	Buy	264 +201	+319%	+$22.8K	﹤0.01%	293
2024 Q2	$6.71K	Hold	63	–	–	﹤0.01%	367
2024 Q1	$6.09K	Hold	63	–	–	﹤0.01%	369
2023 Q4	$6.36K	Sell	63 -20	-24%	-$1.93K	﹤0.01%	362
2023 Q3	$8.46K	Buy	83 +20	+32%	+$2.03K	﹤0.01%	358
2023 Q2	$6.36K	Hold	63	–	–	﹤0.01%	354
2023 Q1	$5.8K	Hold	63	–	–	﹤0.01%	396
2022 Q4	$5.71K	Sell	63 -146	-70%	-$12.3K	﹤0.01%	326
2022 Q3	$16K	Hold	209	–	–	0.01%	270
2022 Q2	$18K	Hold	209	–	–	0.01%	263
2022 Q1	$18K	Hold	209	–	–	0.01%	267
2021 Q4	$18K	Hold	209	–	–	0.01%	286
2021 Q3	$17K	Hold	209	–	–	0.01%	288
2021 Q2	$19K	Sell	209 -125	-37%	-$11.1K	0.01%	270
2021 Q1	$29K	Hold	334	–	–	0.01%	225
2020 Q4	$32K	Hold	334	–	–	0.01%	220
2020 Q3	$29K	Buy	+334	New	+$28.9K	0.01%	210

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

TFC Financial Management's NVS Position: Q2 2026 in Review

TFC Financial Management increased its Novartis (NVS) stake by 256% in Q2 2026, buying an estimated $62.1K and bringing the position to 576 shares worth $90.3K. The position accounts for 0.01% of the portfolio, ranked #228.

TFC Financial Management first reported a position in NVS in Q3 2020 and has held it in 24 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

TFC Financial Management held 576 shares of Novartis worth $90.3K as of Q2 2026.
TFC Financial Management bought 414 Novartis shares in Q2 2026, an estimated $62.1K.
Novartis made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #228 holding.
TFC Financial Management first reported a position in Novartis in Q3 2020 and has held it in 24 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.