Tripletail Wealth Management’s Novartis NVS Stock Holding History

Tripletail Wealth 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	$126K	Buy	790 +200	+34%	+$30K	0.15%	108
2026 Q1	$90.9K	Hold	590	–	–	0.12%	114
2025 Q4	$81.3K	Hold	590	–	–	0.1%	113
2025 Q3	$78K	Buy	+590	New	+$72K	0.09%	130

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

Tripletail Wealth Management's NVS Position: Q2 2026 in Review

Tripletail Wealth Management increased its Novartis (NVS) stake by 34% in Q2 2026, buying an estimated $30K and bringing the position to 790 shares worth $126K. The position accounts for 0.15% of the portfolio, ranked #108.

Tripletail Wealth Management first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Tripletail Wealth Management held 790 shares of Novartis worth $126K as of Q2 2026.
Tripletail Wealth Management bought 200 Novartis shares in Q2 2026, an estimated $30K.
Novartis made up 0.15% of Tripletail Wealth Management's portfolio in Q2 2026, its #108 holding.
Tripletail Wealth Management first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.