WPI
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Walter Public Investments’s Novartis NVS Stock Holding History

Walter Public Investments’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 		$266K Buy
+1,700
New +$255K 0.06% 52

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Walter Public Investments's NVS Position: Q2 2026 in Review

Walter Public Investments opened a new position in Novartis (NVS) in Q2 2026: 1,700 shares worth $266K. The stake represents 0.06% of the portfolio and ranks #52 among its holdings.

894 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Walter Public Investments held 1,700 shares of Novartis worth $266K as of Q2 2026.
  • Novartis was a new Walter Public Investments position in Q2 2026.
  • Novartis made up 0.06% of Walter Public Investments's portfolio in Q2 2026, its #52 holding.
  • 894 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.