TrueMark Investments’s Novartis NVS Stock Holding History

TrueMark Investments’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 Q1	$1.71M	Buy	11,175 +1,375	+14%	+$211K	0.33%	67
2025 Q4	$1.35M	Buy	9,800 +1,275	+15%	+$167K	0.26%	86
2025 Q3	$1.09M	Buy	8,525 +1,100	+15%	+$134K	0.19%	118
2025 Q2	$898K	Buy	7,425 +1,150	+18%	+$130K	0.19%	115
2025 Q1	$700K	Buy	+6,275	New	+$668K	0.18%	104

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TrueMark Investments's NVS Position: Q1 2026 in Review

TrueMark Investments increased its Novartis (NVS) stake by 14% in Q1 2026, buying an estimated $211K and bringing the position to 11,175 shares worth $1.71M. The position accounts for 0.33% of the portfolio, ranked #67.

TrueMark Investments first reported a position in NVS in Q1 2025 and has held it in 5 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

TrueMark Investments held 11,175 shares of Novartis worth $1.71M as of Q1 2026.
TrueMark Investments bought 1,375 Novartis shares in Q1 2026, an estimated $211K.
Novartis made up 0.33% of TrueMark Investments's portfolio in Q1 2026, its #67 holding.
TrueMark Investments first reported a position in Novartis in Q1 2025 and has held it in 5 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.