Triumph Capital Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$118K Buy
752
+10
+1% +$1.5K 0.02% 455
2026
Q1
$113K Buy
742
+66
+10% +$10.1K 0.02% 430
2025
Q4
$93.2K Buy
+676
New +$88.5K 0.02% 450

Other funds holding NVS

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

Triumph Capital Management increased its Novartis (NVS) stake by 1.3% in Q2 2026, buying an estimated $1.5K and bringing the position to 752 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #455.

Triumph Capital Management first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Triumph Capital Management held 752 shares of Novartis worth $118K as of Q2 2026.
  • Triumph Capital Management bought 10 Novartis shares in Q2 2026, an estimated $1.5K.
  • Novartis made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #455 holding.
  • Triumph Capital Management first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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