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Tranquilli Financial Advisor’s Novartis NVS Stock Holding History

Tranquilli Financial Advisor’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 		$494K Buy
3,151
+57
+2% +$8.54K 0.27% 80
2026
Q1 		$473K Sell
3,094
-1,137
-27% -$174K 0.28% 77
2025
Q4 		$583K Sell
4,231
-70
-2% -$9.17K 0.34% 67
2025
Q3 		$552K Sell
4,301
-92
-2% -$11.2K 0.33% 73
2025
Q2 		$532K Sell
4,393
-45
-1% -$5.07K 0.33% 72
2025
Q1 		$495K Buy
4,438
+103
+2% +$11K 0.31% 64
2024
Q4 		$422K Sell
4,335
-19
-0.4% -$2.03K 0.27% 72
2024
Q3 		$501K Sell
4,354
-28
-0.6% -$3.18K 0.31% 67
2024
Q2 		$467K Sell
4,382
-10
-0.2% -$1K 0.31% 68
2024
Q1 		$425K Sell
4,392
-328
-7% -$33.6K 0.28% 74
2023
Q4 		$477K Sell
4,720
-292
-6% -$28.2K 0.34% 59
2023
Q3 		$511K Buy
5,012
+372
+8% +$37.8K 0.37% 51
2023
Q2 		$468K Buy
4,640
+19
+0.4% +$1.9K 0.33% 57
2023
Q1 		$425K Buy
4,621
+330
+8% +$28.8K 0.32% 57
2022
Q4 		$389K Buy
4,291
+990
+30% +$83.4K 0.3% 57
2022
Q3 		$251K Buy
+3,301
New +$274K 0.2% 64
2022
Q2 		– Sell
-2,333
Closed -$205K – 73
2022
Q1 		$205K Sell
2,333
-33
-1% -$2.86K 0.15% 79
2021
Q4 		$207K Sell
2,366
-123
-5% -$10.2K 0.14% 78
2021
Q3 		$204K Buy
2,489
+67
+3% +$6.03K 0.15% 74
2021
Q2 		$221K Sell
2,422
-14
-0.6% -$1.25K 0.17% 76
2021
Q1 		$208K Sell
2,436
-158
-6% -$14.2K 0.17% 72
2020
Q4 		$245K Buy
+2,594
New +$227K 0.22% 62

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

Tranquilli Financial Advisor's NVS Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its Novartis (NVS) stake by 1.8% in Q2 2026, buying an estimated $8.54K and bringing the position to 3,151 shares worth $494K. The position accounts for 0.27% of the portfolio, ranked #80.

Tranquilli Financial Advisor first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. The position peaked at $583K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Tranquilli Financial Advisor held 3,151 shares of Novartis worth $494K as of Q2 2026.
  • Tranquilli Financial Advisor bought 57 Novartis shares in Q2 2026, an estimated $8.54K.
  • Novartis made up 0.27% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #80 holding.
  • Tranquilli Financial Advisor first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
  • Tranquilli Financial Advisor's Novartis position peaked at $583K in Q4 2025.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.