55 North Private Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
55 North Private Wealth's NVS Position: Q2 2026 in Review
55 North Private Wealth increased its Novartis (NVS) stake by 38% in Q2 2026, buying an estimated $144K and bringing the position to 3,497 shares worth $548K. The position accounts for 0.11% of the portfolio, ranked #89.
55 North Private Wealth first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,610 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- 55 North Private Wealth held 3,497 shares of Novartis worth $548K as of Q2 2026.
- 55 North Private Wealth bought 958 Novartis shares in Q2 2026, an estimated $144K.
- Novartis made up 0.11% of 55 North Private Wealth's portfolio in Q2 2026, its #89 holding.
- 55 North Private Wealth first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
- 1,610 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.