Traynor Capital Management’s Novartis NVS Stock Holding History

Traynor Capital 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	$806K	Buy	5,144 +1,362	+36%	+$204K	0.04%	152
2026 Q1	$569K	Buy	3,782 +1,965	+108%	+$301K	0.03%	158
2025 Q4	$251K	Hold	1,817	–	–	0.01%	277
2025 Q3	$233K	Buy	+1,817	New	+$222K	0.01%	279
2020 Q4	–	Sell	-14,449	Closed	-$1.22M	–	168
2020 Q3	$1.22M	Sell	14,449 -565	-4%	-$48.9K	0.28%	56
2020 Q2	$1.31M	Buy	15,014 +11,631	+344%	+$1M	0.32%	53
2020 Q1	$278K	Buy	3,383 +1,211	+56%	+$108K	0.1%	98
2019 Q4	$205K	Buy	+2,172	New	+$195K	0.05%	151
2019 Q2	–	Sell	-2,684	Closed	-$231K	–	186
2019 Q1	$231K	Buy	+2,684	New	+$215K	0.08%	137

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Traynor Capital Management's NVS Position: Q2 2026 in Review

Traynor Capital Management increased its Novartis (NVS) stake by 36% in Q2 2026, buying an estimated $204K and bringing the position to 5,144 shares worth $806K. The position accounts for 0.04% of the portfolio, ranked #152.

Traynor Capital Management first reported a position in NVS in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.31M in Q2 2020. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Traynor Capital Management held 5,144 shares of Novartis worth $806K as of Q2 2026.
Traynor Capital Management bought 1,362 Novartis shares in Q2 2026, an estimated $204K.
Novartis made up 0.04% of Traynor Capital Management's portfolio in Q2 2026, its #152 holding.
Traynor Capital Management first reported a position in Novartis in Q1 2019 and has held it in 9 quarters since.
Traynor Capital Management's Novartis position peaked at $1.31M in Q2 2020.
509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.