1900 Wealth Management’s Novartis NVS Stock Holding History

1900 Wealth 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	$964K	Hold	6,153	–	–	0.05%	127
2026 Q1	$940K	Buy	6,153 +247	+4%	+$37.9K	0.06%	115
2025 Q4	$814K	Buy	5,906 +13	+0.2%	+$1.7K	0.05%	122
2025 Q3	$756K	Buy	5,893 +15	+0.3%	+$1.83K	0.05%	118
2025 Q2	$711K	Buy	5,878 +47	+0.8%	+$5.3K	0.05%	113
2025 Q1	$650K	Hold	5,831	–	–	0.05%	109
2024 Q4	$567K	Hold	5,831	–	–	0.05%	130
2024 Q3	$671K	Hold	5,831	–	–	0.06%	121
2024 Q2	$621K	Buy	5,831 +350	+6%	+$35.1K	0.06%	129
2024 Q1	$530K	Sell	5,481 -1,535	-22%	-$157K	0.05%	149
2023 Q4	$708K	Sell	7,016 -259	-4%	-$25K	0.07%	161
2023 Q3	$741K	Buy	7,275 +3,225	+80%	+$327K	0.07%	161
2023 Q2	$409K	Sell	4,050 -61	-1%	-$6.1K	0.04%	173
2023 Q1	$375K	Hold	4,111	–	–	0.04%	178
2022 Q4	$373K	Hold	4,111	–	–	0.04%	178
2022 Q3	$312K	Hold	4,111	–	–	0.04%	184
2022 Q2	$348K	Hold	4,111	–	–	0.04%	179
2022 Q1	$360K	Buy	+4,111	New	+$356K	0.03%	189
2021 Q4	–	Sell	-3,061	Closed	-$250K	–	245
2021 Q3	$250K	Hold	3,061	–	–	0.02%	197
2021 Q2	$279K	Buy	3,061 +381	+14%	+$33.9K	0.03%	187
2021 Q1	$229K	Sell	2,680 -48	-2%	-$4.31K	0.02%	160
2020 Q4	$258K	Buy	+2,728	New	+$238K	0.03%	128

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

1900 Wealth Management's NVS Position: Q2 2026 in Review

1900 Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 6,153 shares worth $964K. The position accounts for 0.05% of the portfolio, ranked #127.

1900 Wealth Management first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

1900 Wealth Management held 6,153 shares of Novartis worth $964K as of Q2 2026.
1900 Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.05% of 1900 Wealth Management's portfolio in Q2 2026, its #127 holding.
1900 Wealth Management first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.