Twin Lakes Capital Management’s Novartis NVS Stock Holding History

Twin Lakes Capital Management’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	$600K	Hold	3,830	–	–	0.23%	54
2026 Q1	$585K	Sell	3,830 -75	-2%	-$11.5K	0.27%	51
2025 Q4	$538K	Hold	3,905	–	–	0.24%	53
2025 Q3	$501K	Hold	3,905	–	–	0.23%	57
2025 Q2	$473K	Hold	3,905	–	–	0.29%	55
2025 Q1	$435K	Hold	3,905	–	–	0.29%	52
2024 Q4	$380K	Hold	3,905	–	–	0.24%	58
2024 Q3	$449K	Hold	3,905	–	–	0.29%	56
2024 Q2	$416K	Hold	3,905	–	–	0.28%	58
2024 Q1	$378K	Hold	3,905	–	–	0.26%	61
2023 Q4	$394K	Hold	3,905	–	–	0.27%	56
2023 Q3	$398K	Hold	3,905	–	–	0.29%	59
2023 Q2	$394K	Buy	3,905 +13	+0.3%	+$1.3K	0.28%	57
2023 Q1	$358K	Buy	3,892 +103	+3%	+$8.99K	0.27%	59
2022 Q4	$344K	Hold	3,789	–	–	0.26%	59
2022 Q3	$288K	Hold	3,789	–	–	0.23%	69
2022 Q2	$320K	Sell	3,789 -43	-1%	-$3.77K	0.23%	60
2022 Q1	$336K	Buy	3,832 +94	+3%	+$8.14K	0.19%	75
2021 Q4	$327K	Hold	3,738	–	–	0.17%	79
2021 Q3	$306K	Hold	3,738	–	–	0.18%	72
2021 Q2	$341K	Buy	3,738 +13	+0.3%	+$1.16K	0.19%	67
2021 Q1	$318K	Buy	3,725 +88	+2%	+$7.9K	0.2%	66
2020 Q4	$343K	Buy	+3,637	New	+$318K	0.25%	65

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 Lakes Capital Management's NVS Position: Q2 2026 in Review

Twin Lakes Capital Management held its Novartis (NVS) position steady in Q2 2026 at 3,830 shares worth $600K. The position accounts for 0.23% of the portfolio, ranked #54.

Twin Lakes Capital Management first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Twin Lakes Capital Management held 3,830 shares of Novartis worth $600K as of Q2 2026.
Twin Lakes Capital Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.23% of Twin Lakes Capital Management's portfolio in Q2 2026, its #54 holding.
Twin Lakes Capital Management first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.