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Tounjian Advisory Partners’s Novartis NVS Stock Holding History

Tounjian Advisory Partners’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 		$13.6K Buy
+87
New +$13K 0.01% 344

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tounjian Advisory Partners's NVS Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Novartis (NVS) in Q2 2026: 87 shares worth $13.6K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings.

1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Tounjian Advisory Partners held 87 shares of Novartis worth $13.6K as of Q2 2026.
  • Novartis was a new Tounjian Advisory Partners position in Q2 2026.
  • Novartis made up 0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #344 holding.
  • 1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.