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True Link Financial Advisors’s Novartis NVS Stock Holding History

True Link Financial Advisors’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 		– Sell
-16
Closed -$2.44K – 299
2026
Q1 		$2.44K Buy
+16
New +$2.45K ﹤0.01% 405
2022
Q1 		– Sell
-34
Closed -$3K – 226
2021
Q4 		$3K Hold
34
– – ﹤0.01% 712
2021
Q3 		$3K Hold
34
– – ﹤0.01% 716
2021
Q2 		$3K Hold
34
– – ﹤0.01% 650
2021
Q1 		$3K Hold
34
– – ﹤0.01% 669
2020
Q4 		$3K Buy
+34
New +$2.97K ﹤0.01% 675

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

True Link Financial Advisors's NVS Position: Q2 2026 in Review

True Link Financial Advisors sold out of Novartis (NVS) in Q2 2026, closing a stake of 16 shares — an estimated $2.44K sold.

True Link Financial Advisors first reported a position in NVS in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • True Link Financial Advisors reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 16 Novartis shares in Q2 2026, an estimated $2.44K.
  • True Link Financial Advisors first reported a position in Novartis in Q4 2020 and held it in 6 quarters.
  • True Link Financial Advisors's Novartis position peaked at $3K in Q4 2021.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.