TriCert Investment Counsel’s Novartis NVS Stock Holding History

TriCert Investment Counsel’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	$35.5M	Buy	+226,301	New	+$33.9M	3.3%	6

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TriCert Investment Counsel's NVS Position: Q2 2026 in Review

TriCert Investment Counsel opened a new position in Novartis (NVS) in Q2 2026: 226,301 shares worth $35.5M. The stake represents 3.3% of the portfolio and ranks #6 among its holdings.

1,546 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

TriCert Investment Counsel held 226,301 shares of Novartis worth $35.5M as of Q2 2026.
Novartis was a new TriCert Investment Counsel position in Q2 2026.
Novartis made up 3.3% of TriCert Investment Counsel's portfolio in Q2 2026, its #6 holding.
1,546 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on TriCert Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.