WA
NVS icon

Westfuller Advisors’s Novartis NVS Stock Holding History

Westfuller Advisors’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 		$24.4K Hold
156
– – 0.01% 372
2026
Q1 		$23.8K Sell
156
-1,472
-90% -$226K 0.01% 337
2025
Q4 		$224K Hold
1,628
– – 0.09% 141
2025
Q3 		$209K Buy
+1,628
New +$199K 0.09% 144

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

Westfuller Advisors's NVS Position: Q2 2026 in Review

Westfuller Advisors held its Novartis (NVS) position steady in Q2 2026 at 156 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #372.

Westfuller Advisors first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. The position peaked at $224K in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Westfuller Advisors held 156 shares of Novartis worth $24.4K as of Q2 2026.
  • Westfuller Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.01% of Westfuller Advisors's portfolio in Q2 2026, its #372 holding.
  • Westfuller Advisors first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Novartis position peaked at $224K in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.