Willis Johnson & Associates’s Novartis NVS Stock Holding History

Willis Johnson & Associates’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	–	Sell	-1,353	Closed	-$207K	–	157
2026 Q1	$207K	Buy	+1,353	New	+$207K	0.01%	183

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

Willis Johnson & Associates's NVS Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,353 shares — an estimated $207K sold.

Willis Johnson & Associates first reported a position in NVS in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Willis Johnson & Associates reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Willis Johnson & Associates sold 1,353 Novartis shares in Q2 2026, an estimated $207K.
Willis Johnson & Associates first reported a position in Novartis in Q1 2026 and held it in 1 quarter.
Willis Johnson & Associates's Novartis position peaked at $207K in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.