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 Q2	$2.01M	Buy	12,800 +1,625	+15%	+$244K	0.25%	71
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 $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

TrueMark Investments's NVS Position: Q2 2026 in Review

TrueMark Investments increased its Novartis (NVS) stake by 15% in Q2 2026, buying an estimated $244K and bringing the position to 12,800 shares worth $2.01M. The position accounts for 0.25% of the portfolio, ranked #71.

TrueMark Investments first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

TrueMark Investments held 12,800 shares of Novartis worth $2.01M as of Q2 2026.
TrueMark Investments bought 1,625 Novartis shares in Q2 2026, an estimated $244K.
Novartis made up 0.25% of TrueMark Investments's portfolio in Q2 2026, its #71 holding.
TrueMark Investments first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.