TigerOak Management’s Novartis NVS Stock Holding History

TigerOak 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	$477K	Sell	3,041 -3	-0.1%	-$450	0.13%	87
2026 Q1	$465K	Sell	3,044 -6	-0.2%	-$920	0.15%	76
2025 Q4	$421K	Hold	3,050	–	–	0.13%	78
2025 Q3	$391K	Sell	3,050 -15	-0.5%	-$1.83K	0.12%	80
2025 Q2	$371K	Sell	3,065 -19	-0.6%	-$2.14K	0.13%	81
2025 Q1	$344K	Sell	3,084 -12	-0.4%	-$1.28K	0.13%	77
2024 Q4	$301K	Buy	+3,096	New	+$330K	0.11%	86

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

TigerOak Management's NVS Position: Q2 2026 in Review

TigerOak Management reduced its Novartis (NVS) stake by 0.1% in Q2 2026, selling an estimated $450 and leaving 3,041 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #87.

TigerOak Management first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

TigerOak Management held 3,041 shares of Novartis worth $477K as of Q2 2026.
TigerOak Management sold 3 Novartis shares in Q2 2026, an estimated $450.
Novartis made up 0.13% of TigerOak Management's portfolio in Q2 2026, its #87 holding.
TigerOak Management first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on TigerOak Management's 13F filing for Q2 2026, filed 11 Aug 2026.