Twin City Private Wealth’s Novartis NVS Stock Holding History

Twin City Private Wealth’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	$885K	Buy	5,647 +114	+2%	+$17.1K	0.62%	65
2026 Q1	$845K	Sell	5,533 -1,670	-23%	-$256K	0.64%	59
2025 Q4	$993K	Sell	7,203 -133	-2%	-$17.4K	0.75%	51
2025 Q3	$941K	Sell	7,336 -46	-0.6%	-$5.61K	0.73%	50
2025 Q2	$893K	Buy	7,382 +281	+4%	+$31.7K	0.73%	55
2025 Q1	$820K	Sell	7,101 -483	-6%	-$51.4K	0.72%	55
2024 Q4	$738K	Buy	7,584 +400	+6%	+$42.7K	0.65%	60
2024 Q3	$826K	Sell	7,184 -523	-7%	-$59.3K	0.72%	55
2024 Q2	$820K	Buy	7,707 +764	+11%	+$76.7K	0.78%	51
2024 Q1	$695K	Buy	+6,943	New	+$712K	0.68%	55

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

Twin City Private Wealth's NVS Position: Q2 2026 in Review

Twin City Private Wealth increased its Novartis (NVS) stake by 2.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 5,647 shares worth $885K. The position accounts for 0.62% of the portfolio, ranked #65.

Twin City Private Wealth first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. The position peaked at $993K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Twin City Private Wealth held 5,647 shares of Novartis worth $885K as of Q2 2026.
Twin City Private Wealth bought 114 Novartis shares in Q2 2026, an estimated $17.1K.
Novartis made up 0.62% of Twin City Private Wealth's portfolio in Q2 2026, its #65 holding.
Twin City Private Wealth first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
Twin City Private Wealth's Novartis position peaked at $993K in Q4 2025.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.