Truvestments Capital’s Novartis NVS Stock Holding History

Truvestments Capital’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	-29	Closed	-$4.43K	–	1246
2026 Q1	$4.43K	Buy	+29	New	+$4.45K	﹤0.01%	900
2022 Q1	–	Sell	-478	Closed	-$42K	–	416
2021 Q4	$42K	Hold	478	–	–	0.02%	286
2021 Q3	$39K	Hold	478	–	–	0.02%	268
2021 Q2	$44K	Sell	478 -629	-57%	-$56K	0.02%	259
2021 Q1	$95K	Sell	1,107 -101	-8%	-$9.06K	0.05%	218
2020 Q4	$113K	Buy	1,208 +475	+65%	+$41.5K	0.08%	181
2020 Q3	$64K	Sell	733 -475	-39%	-$41.1K	0.06%	171
2020 Q2	$105K	Sell	1,208 -33	-3%	-$2.85K	0.11%	148
2020 Q1	$102K	Buy	+1,241	New	+$111K	0.13%	122
2019 Q4	–	Sell	-513	Closed	-$45K	–	435
2019 Q3	$45K	Sell	513 -27	-5%	-$2.42K	0.03%	279
2019 Q2	$49K	Buy	540 +248	+85%	+$21K	0.03%	285
2019 Q1	$25K	Buy	+292	New	+$23.4K	0.02%	369
2018 Q3	$26K	Buy	+331	New	+$24.5K	0.01%	476

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

Truvestments Capital's NVS Position: Q2 2026 in Review

Truvestments Capital sold out of Novartis (NVS) in Q2 2026, closing a stake of 29 shares — an estimated $4.43K sold.

Truvestments Capital first reported a position in NVS in Q3 2018 and held it in 13 quarters. The position peaked at $113K in Q4 2020. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Truvestments Capital reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 29 Novartis shares in Q2 2026, an estimated $4.43K.
Truvestments Capital first reported a position in Novartis in Q3 2018 and held it in 13 quarters.
Truvestments Capital's Novartis position peaked at $113K in Q4 2020.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.