Three Seasons Wealth’s Novartis NVS Stock Holding History

Three Seasons 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	$604K	Buy	3,857 +457	+13%	+$68.5K	0.06%	121
2026 Q1	$519K	Hold	3,400	–	–	0.2%	121
2025 Q4	$469K	Hold	3,400	–	–	0.04%	119
2025 Q3	$436K	Hold	3,400	–	–	0.04%	114
2025 Q2	$411K	Hold	3,400	–	–	0.05%	76
2025 Q1	$379K	Hold	3,400	–	–	0.19%	75
2024 Q4	$331K	Hold	3,400	–	–	0.16%	103
2024 Q3	$391K	Buy	+3,400	New	+$386K	0.21%	84

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

Three Seasons Wealth's NVS Position: Q2 2026 in Review

Three Seasons Wealth increased its Novartis (NVS) stake by 13% in Q2 2026, buying an estimated $68.5K and bringing the position to 3,857 shares worth $604K. The position accounts for 0.06% of the portfolio, ranked #121.

Three Seasons Wealth first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Three Seasons Wealth held 3,857 shares of Novartis worth $604K as of Q2 2026.
Three Seasons Wealth bought 457 Novartis shares in Q2 2026, an estimated $68.5K.
Novartis made up 0.06% of Three Seasons Wealth's portfolio in Q2 2026, its #121 holding.
Three Seasons Wealth first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.