WF
NVS icon

Wayfinding Financial’s Novartis NVS Stock Holding History

Wayfinding Financial’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 		$337K Buy
2,153
+128
+6% +$19.2K 0.13% 114
2026
Q1 		$309K Buy
2,025
+199
+11% +$30.5K 0.13% 104
2025
Q4 		$251K Buy
1,826
+4
+0.2% +$524 0.11% 123
2025
Q3 		$233K Buy
1,822
+16
+0.9% +$1.95K 0.1% 136
2025
Q2 		$212K Sell
1,806
-82
-4% -$9.24K 0.09% 137
2025
Q1 		$210K Buy
+1,888
New +$201K 0.09% 136

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

Wayfinding Financial's NVS Position: Q2 2026 in Review

Wayfinding Financial increased its Novartis (NVS) stake by 6.3% in Q2 2026, buying an estimated $19.2K and bringing the position to 2,153 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #114.

Wayfinding Financial first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Wayfinding Financial held 2,153 shares of Novartis worth $337K as of Q2 2026.
  • Wayfinding Financial bought 128 Novartis shares in Q2 2026, an estimated $19.2K.
  • Novartis made up 0.13% of Wayfinding Financial's portfolio in Q2 2026, its #114 holding.
  • Wayfinding Financial first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.