Turtle Creek Wealth Advisors’s Novartis NVS Stock Holding History

Turtle Creek Wealth 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	-3,733	Closed	-$570K	–	544
2026 Q1	$570K	Buy	3,733 +1,144	+44%	+$175K	0.04%	211
2025 Q4	$357K	Buy	+2,589	New	+$339K	0.03%	272

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

Turtle Creek Wealth Advisors's NVS Position: Q2 2026 in Review

Turtle Creek Wealth Advisors sold out of Novartis (NVS) in Q2 2026, closing a stake of 3,733 shares — an estimated $570K sold.

Turtle Creek Wealth Advisors first reported a position in NVS in Q4 2025 and held it in 2 quarters. The position peaked at $570K in Q1 2026. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Turtle Creek Wealth Advisors reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 3,733 Novartis shares in Q2 2026, an estimated $570K.
Turtle Creek Wealth Advisors first reported a position in Novartis in Q4 2025 and held it in 2 quarters.
Turtle Creek Wealth Advisors's Novartis position peaked at $570K in Q1 2026.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.