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TS Financial Group (TSFG)’s Novartis NVS Stock Holding History

TS Financial Group (TSFG)’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 		$37K Hold
233
– – ﹤0.01% 421
2026
Q1 		$36K Hold
233
– – 0.01% 390
2025
Q4 		$32K Hold
233
– – ﹤0.01% 412
2025
Q3 		$30K Hold
233
– – ﹤0.01% 414
2025
Q2 		$28K Hold
233
– – 0.01% 422
2025
Q1 		$26K Buy
233
+183
+366% +$19.5K 0.01% 415
2024
Q4 		$5K Hold
50
– – ﹤0.01% 581
2024
Q3 		$6K Hold
50
– – ﹤0.01% 570
2024
Q2 		$5K Hold
50
– – ﹤0.01% 575
2024
Q1 		$5K Buy
50
+15
+43% +$1.54K ﹤0.01% 565
2023
Q4 		$4K Sell
35
-101
-74% -$9.75K ﹤0.01% 648
2023
Q3 		$14K Hold
136
– – 0.01% 472
2023
Q2 		$14K Hold
136
– – 0.01% 471
2023
Q1 		$13K Hold
136
– – ﹤0.01% 485
2022
Q4 		$12K Buy
136
+35
+35% +$2.95K ﹤0.01% 500
2022
Q3 		$8K Buy
101
+1
+1% +$83 ﹤0.01% 556
2022
Q2 		$8K Hold
100
– – ﹤0.01% 571
2022
Q1 		$9K Hold
100
– – ﹤0.01% 560
2021
Q4 		$9K Hold
100
– – ﹤0.01% 586
2021
Q3 		$8K Hold
100
– – ﹤0.01% 595
2021
Q2 		$9K Sell
100
-15
-13% -$1.34K ﹤0.01% 570
2021
Q1 		$10K Sell
115
-129
-53% -$11.6K 0.01% 492
2020
Q4 		$23K Buy
244
+43
+21% +$3.76K 0.01% 350
2020
Q3 		$17K Sell
201
-8
-4% -$693 0.01% 353
2020
Q2 		$18K Sell
209
-132
-39% -$11.4K 0.01% 338
2020
Q1 		$28K Buy
341
+32
+10% +$2.85K 0.03% 257
2019
Q4 		$29K Buy
309
+150
+94% +$13.5K 0.02% 290
2019
Q3 		$14K Buy
159
+3
+2% +$269 0.01% 361
2019
Q2 		$14K Sell
156
-2
-1% -$169 0.01% 354
2019
Q1 		$14K Buy
+158
New +$12.7K 0.01% 343

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

TS Financial Group (TSFG)'s NVS Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Novartis (NVS) position steady in Q2 2026 at 233 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

TS Financial Group (TSFG) first reported a position in NVS in Q1 2019 and has held it in 30 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • TS Financial Group (TSFG) held 233 shares of Novartis worth $37K as of Q2 2026.
  • TS Financial Group (TSFG) left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #421 holding.
  • TS Financial Group (TSFG) first reported a position in Novartis in Q1 2019 and has held it in 30 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.