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Tyche Wealth Partners’s Novartis NVS Stock Holding History

Tyche Wealth Partners’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 		$353K Hold
2,255
– – 0.05% 240
2026
Q1 		$344K Buy
2,255
+5
+0.2% +$766 0.05% 252
2025
Q4 		$310K Hold
2,250
– – 0.05% 260
2025
Q3 		$289K Hold
2,250
– – 0.05% 235
2025
Q2 		$272K Buy
2,250
+6
+0.3% +$676 0.05% 229
2025
Q1 		$250K Sell
2,244
-3
-0.1% -$319 0.05% 228
2024
Q4 		$219K Hold
2,247
– – 0.05% 274
2024
Q3 		$258K Buy
2,247
+3
+0.1% +$340 0.06% 222
2024
Q2 		$239K Buy
2,244
+7
+0.3% +$703 0.06% 226
2024
Q1 		$216K Buy
2,237
+100
+5% +$10.3K 0.05% 256
2023
Q4 		$216K Buy
+2,137
New +$206K 0.05% 267

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

Tyche Wealth Partners's NVS Position: Q2 2026 in Review

Tyche Wealth Partners held its Novartis (NVS) position steady in Q2 2026 at 2,255 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #240.

Tyche Wealth Partners first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Tyche Wealth Partners held 2,255 shares of Novartis worth $353K as of Q2 2026.
  • Tyche Wealth Partners left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.05% of Tyche Wealth Partners's portfolio in Q2 2026, its #240 holding.
  • Tyche Wealth Partners first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.