TritonPoint Wealth’s Novartis NVS Stock Holding History

TritonPoint Wealth’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	$254K	Buy	+1,618	New	+$243K	0.02%	257
2025 Q4	–	Sell	-1,690	Closed	-$217K	–	328
2025 Q3	$217K	Buy	1,690 +16	+1%	+$1.95K	0.02%	331
2025 Q2	$203K	Buy	+1,674	New	+$189K	0.02%	336
2024 Q2	–	Sell	-2,157	Closed	-$290K	–	334
2024 Q1	$290K	Sell	2,157 -720	-25%	-$73.8K	0.03%	261
2023 Q4	$290K	Buy	+2,877	New	+$278K	0.03%	268

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

TritonPoint Wealth's NVS Position: Q2 2026 in Review

TritonPoint Wealth opened a new position in Novartis (NVS) in Q2 2026: 1,618 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in NVS as recently as Q3 2025.

TritonPoint Wealth first reported a position in NVS in Q4 2023 and has held it in 5 quarters since. The position peaked at $290K in Q1 2024. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

TritonPoint Wealth held 1,618 shares of Novartis worth $254K as of Q2 2026.
Novartis was a new TritonPoint Wealth position in Q2 2026.
Novartis made up 0.02% of TritonPoint Wealth's portfolio in Q2 2026, its #257 holding.
TritonPoint Wealth first reported a position in Novartis in Q4 2023 and has held it in 5 quarters since.
TritonPoint Wealth's Novartis position peaked at $290K in Q1 2024.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.