Transamerica Financial Advisors’s Novartis NVS Stock Holding History

Transamerica Financial Advisors’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	$485K	Sell	3,092 -499	-14%	-$74.8K	0.04%	296
2026 Q1	$549K	Buy	3,591 +1,346	+60%	+$206K	0.05%	279
2025 Q4	$310K	Sell	2,245 -245	-10%	-$32.1K	0.03%	299
2025 Q3	$319K	Buy	2,490 +413	+20%	+$50.4K	0.03%	277
2025 Q2	$251K	Buy	2,077 +706	+51%	+$79.6K	0.02%	210
2025 Q1	$153K	Sell	1,371 -73	-5%	-$7.77K	0.02%	236
2024 Q4	$141K	Sell	1,444 -118	-8%	-$12.6K	0.01%	238
2024 Q3	$180K	Buy	1,562 +1,561	+156,100%	+$177K	0.02%	237
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	494
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	539
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	533
2023 Q3	$1K	Sell	1 -187	-99%	-$19K	﹤0.01%	556
2023 Q2	$19K	Hold	188	–	–	﹤0.01%	288
2023 Q1	$18K	Hold	188	–	–	﹤0.01%	303
2022 Q4	$17K	Hold	188	–	–	﹤0.01%	305
2022 Q3	$15K	Hold	188	–	–	﹤0.01%	304
2022 Q2	$16K	Buy	+188	New	+$16.5K	﹤0.01%	300
2016 Q2	–	Sell	-502	Closed	-$33K	–	602
2016 Q1	$33K	Hold	502	–	–	﹤0.01%	423
2015 Q4	$39K	Hold	502	–	–	﹤0.01%	440
2015 Q3	$42K	Hold	502	–	–	﹤0.01%	405
2015 Q2	$45K	Hold	502	–	–	﹤0.01%	468
2015 Q1	$45K	Hold	502	–	–	﹤0.01%	451
2014 Q4	$42K	Hold	502	–	–	﹤0.01%	375
2014 Q3	$43K	Hold	502	–	–	﹤0.01%	355
2014 Q2	$41K	Buy	+502	New	+$39.5K	﹤0.01%	388

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

Transamerica Financial Advisors's NVS Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Novartis (NVS) stake by 14% in Q2 2026, selling an estimated $74.8K and leaving 3,092 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #296.

Transamerica Financial Advisors first reported a position in NVS in Q2 2014 and has held it in 25 quarters since. The position peaked at $549K in Q1 2026. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Transamerica Financial Advisors held 3,092 shares of Novartis worth $485K as of Q2 2026.
Transamerica Financial Advisors sold 499 Novartis shares in Q2 2026, an estimated $74.8K.
Novartis made up 0.04% of Transamerica Financial Advisors's portfolio in Q2 2026, its #296 holding.
Transamerica Financial Advisors first reported a position in Novartis in Q2 2014 and has held it in 25 quarters since.
Transamerica Financial Advisors's Novartis position peaked at $549K in Q1 2026.
1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.