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Triasima Portfolio Management’s Novartis NVS Stock Holding History

Triasima Portfolio 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 		$7.01M Sell
44,755
-7,715
-15% -$1.16M 0.95% 42
2026
Q1 		$8.01M Buy
52,470
+2,295
+5% +$352K 1.21% 24
2025
Q4 		$6.92M Buy
50,175
+32,620
+186% +$4.27M 1.04% 30
2025
Q3 		$2.25M Buy
17,555
+90
+0.5% +$11K 0.34% 91
2025
Q2 		$2.11M Hold
17,465
– – 0.39% 86
2025
Q1 		$1.95M Sell
17,465
-3,033
-15% -$323K 0.38% 83
2024
Q4 		$1.99M Sell
20,498
-11,777
-36% -$1.26M 0.39% 81
2024
Q3 		$3.71M Buy
32,275
+19,875
+160% +$2.26M 0.83% 42
2024
Q2 		$1.32M Sell
12,400
-16,935
-58% -$1.7M 0.12% 96
2024
Q1 		$2.84M Sell
29,335
-170
-0.6% -$17.4K 0.24% 71
2023
Q4 		$2.98M Buy
29,505
+12,170
+70% +$1.17M 0.25% 66
2023
Q3 		$1.77M Buy
+17,335
New +$1.76M 0.16% 77

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

Triasima Portfolio Management's NVS Position: Q2 2026 in Review

Triasima Portfolio Management reduced its Novartis (NVS) stake by 15% in Q2 2026, selling an estimated $1.16M and leaving 44,755 shares worth $7.01M. The position accounts for 0.95% of the portfolio, ranked #42.

Triasima Portfolio Management first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.01M in Q1 2026. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Triasima Portfolio Management held 44,755 shares of Novartis worth $7.01M as of Q2 2026.
  • Triasima Portfolio Management sold 7,715 Novartis shares in Q2 2026, an estimated $1.16M.
  • Novartis made up 0.95% of Triasima Portfolio Management's portfolio in Q2 2026, its #42 holding.
  • Triasima Portfolio Management first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
  • Triasima Portfolio Management's Novartis position peaked at $8.01M in Q1 2026.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.