180 Wealth Advisors’s Novartis NVS Stock Holding History

180 Wealth 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	$323K	Buy	2,061 +33	+2%	+$4.95K	0.03%	373
2026 Q1	$310K	Sell	2,028 -129	-6%	-$19.8K	0.04%	353
2025 Q4	$297K	Sell	2,157 -85	-4%	-$11.1K	0.03%	367
2025 Q3	$288K	Buy	2,242 +398	+22%	+$48.6K	0.04%	370
2025 Q2	$223K	Buy	+1,844	New	+$208K	0.03%	385
2021 Q1	–	Sell	-3,497	Closed	-$338K	–	357
2020 Q4	$338K	Sell	3,497 -1,149	-25%	-$100K	0.1%	202
2020 Q3	$398K	Buy	4,646 +95	+2%	+$8.23K	0.15%	142
2020 Q2	$401K	Sell	4,551 -140	-3%	-$12.1K	0.16%	136
2020 Q1	$392K	Sell	4,691 -739	-14%	-$65.9K	0.2%	126
2019 Q4	$514K	Sell	5,430 -198	-4%	-$17.8K	0.2%	129
2019 Q3	$487K	Buy	5,628 +1,641	+41%	+$147K	0.22%	127
2019 Q2	$368K	Buy	3,987 +32	+0.8%	+$2.71K	0.17%	151
2019 Q1	$287K	Buy	+3,955	New	+$317K	0.13%	196
2018 Q2	–	Sell	-3,931	Closed	-$284K	–	252
2018 Q1	$284K	Sell	3,931 -579	-13%	-$44.1K	0.15%	174
2017 Q4	$339K	Buy	+4,510	New	+$340K	0.17%	154

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

180 Wealth Advisors's NVS Position: Q2 2026 in Review

180 Wealth Advisors increased its Novartis (NVS) stake by 1.6% in Q2 2026, buying an estimated $4.95K and bringing the position to 2,061 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #373.

180 Wealth Advisors first reported a position in NVS in Q4 2017 and has held it in 15 quarters since. The position peaked at $514K in Q4 2019. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

180 Wealth Advisors held 2,061 shares of Novartis worth $323K as of Q2 2026.
180 Wealth Advisors bought 33 Novartis shares in Q2 2026, an estimated $4.95K.
Novartis made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #373 holding.
180 Wealth Advisors first reported a position in Novartis in Q4 2017 and has held it in 15 quarters since.
180 Wealth Advisors's Novartis position peaked at $514K in Q4 2019.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.