Winch Advisory Services’s Novartis NVS Stock Holding History

Winch Advisory Services’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	$1.82K	Hold	12	–	–	﹤0.01%	480
2026 Q1	$1.77K	Buy	12 +1	+9%	+$153	﹤0.01%	437
2025 Q4	$1.56K	Hold	11	–	–	﹤0.01%	435
2025 Q3	$1.45K	Hold	11	–	–	﹤0.01%	444
2025 Q2	$1.37K	Hold	11	–	–	﹤0.01%	436
2025 Q1	$1.23K	Hold	11	–	–	﹤0.01%	441
2024 Q4	$1.07K	Buy	+11	New	+$1.17K	﹤0.01%	476
2019 Q3	–	Sell	-40	Closed	-$4K	–	402
2019 Q2	$4K	Buy	+40	New	+$3.38K	﹤0.01%	283
2016 Q2	–	Sell	-112	Closed	-$7K	–	274
2016 Q1	$7K	Hold	112	–	–	0.01%	139
2015 Q4	$9K	Hold	112	–	–	0.01%	140
2015 Q3	$9K	Hold	112	–	–	0.01%	126
2015 Q2	$10K	Buy	+112	New	+$10.3K	0.01%	180

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

Winch Advisory Services's NVS Position: Q2 2026 in Review

Winch Advisory Services held its Novartis (NVS) position steady in Q2 2026 at 12 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Winch Advisory Services first reported a position in NVS in Q2 2015 and has held it in 12 quarters since. The position peaked at $10K in Q2 2015. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Winch Advisory Services held 12 shares of Novartis worth $1.82K as of Q2 2026.
Winch Advisory Services left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #480 holding.
Winch Advisory Services first reported a position in Novartis in Q2 2015 and has held it in 12 quarters since.
Winch Advisory Services's Novartis position peaked at $10K in Q2 2015.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.