Westside Investment Management’s Novartis NVS Stock Holding History

Westside Investment 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	$75.9K	Hold	484	–	–	0.01%	489
2026 Q1	$74.5K	Hold	484	–	–	0.01%	470
2025 Q4	$67.1K	Hold	484	–	–	0.01%	474
2025 Q3	$63.8K	Buy	484 +242	+100%	+$29.5K	0.01%	488
2025 Q2	$29.8K	Buy	+242	New	+$27.3K	0.01%	564
2024 Q1	–	Sell	-26	Closed	-$2.63K	–	906
2023 Q4	$2.63K	Hold	26	–	–	﹤0.01%	769
2023 Q3	$2.65K	Hold	26	–	–	﹤0.01%	758
2023 Q2	$2.62K	Hold	26	–	–	﹤0.01%	753
2023 Q1	$2.39K	Hold	26	–	–	﹤0.01%	758
2022 Q4	$2	Hold	26	–	–	﹤0.01%	765
2022 Q3	$1	Sell	26 -26	-50%	-$2.15K	﹤0.01%	786
2022 Q2	$4	Hold	52	–	–	﹤0.01%	712
2022 Q1	$4	Hold	52	–	–	﹤0.01%	703
2021 Q4	$4	Hold	52	–	–	﹤0.01%	697
2021 Q3	$4	Hold	52	–	–	﹤0.01%	681
2021 Q2	$4	Hold	52	–	–	﹤0.01%	669
2021 Q1	$4	Hold	52	–	–	﹤0.01%	652
2020 Q4	$4	Hold	52	–	–	﹤0.01%	577
2020 Q3	$4	Hold	52	–	–	﹤0.01%	567
2020 Q2	$4	Hold	52	–	–	﹤0.01%	560
2020 Q1	$4	Buy	+52	New	+$4.64K	﹤0.01%	551
2019 Q2	$4	Buy	+52	New	+$4.4K	﹤0.01%	569
2018 Q4	$8.75K	Hold	114	–	–	﹤0.01%	497
2018 Q3	$8.8K	Hold	114	–	–	﹤0.01%	519
2018 Q2	$7.62K	Hold	114	–	–	﹤0.01%	619
2018 Q1	$8.12K	Hold	114	–	–	﹤0.01%	588
2017 Q4	$8.79K	Hold	114	–	–	﹤0.01%	595
2017 Q3	$8.71K	Hold	114	–	–	0.01%	582
2017 Q2	$8.37K	Sell	114 -144	-56%	-$10.2K	0.01%	582
2017 Q1	$17K	Buy	258 +56	+28%	+$3.73K	0.01%	382
2016 Q4	$13.2K	Buy	+202	New	+$13.1K	0.01%	346

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

Westside Investment Management's NVS Position: Q2 2026 in Review

Westside Investment Management held its Novartis (NVS) position steady in Q2 2026 at 484 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #489.

Westside Investment Management first reported a position in NVS in Q4 2016 and has held it in 31 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Westside Investment Management held 484 shares of Novartis worth $75.9K as of Q2 2026.
Westside Investment Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #489 holding.
Westside Investment Management first reported a position in Novartis in Q4 2016 and has held it in 31 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.