Aaron Wealth Advisors’s Novartis NVS Stock Holding History

Aaron 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	$3.89M	Buy	24,810 +715	+3%	+$107K	0.2%	66
2026 Q1	$3.68M	Buy	24,095 +4,376	+22%	+$671K	0.21%	60
2025 Q4	$2.72M	Buy	19,719 +4,080	+26%	+$534K	0.15%	96
2025 Q3	$2.01M	Buy	15,639 +411	+3%	+$50.2K	0.12%	106
2025 Q2	$1.84M	Buy	15,228 +654	+4%	+$73.7K	0.19%	68
2025 Q1	$1.62M	Buy	14,574 +457	+3%	+$48.7K	0.19%	74
2024 Q4	$1.37M	Buy	14,117 +986	+8%	+$105K	0.16%	81
2024 Q3	$1.51M	Buy	13,131 +2,656	+25%	+$301K	0.18%	77
2024 Q2	$1.12M	Sell	10,475 -247	-2%	-$24.8K	0.15%	89
2024 Q1	$1.04M	Buy	10,722 +4,818	+82%	+$494K	0.15%	91
2023 Q4	$596K	Buy	5,904 +1,050	+22%	+$101K	0.1%	123
2023 Q3	$494K	Buy	4,854 +408	+9%	+$41.4K	0.06%	151
2023 Q2	$449K	Buy	4,446 +933	+27%	+$93.3K	0.06%	163
2023 Q1	$323K	Buy	3,513 +257	+8%	+$22.4K	0.04%	200
2022 Q4	$295K	Buy	+3,256	New	+$274K	0.04%	195
2022 Q2	–	Sell	-1,691	Closed	-$148K	–	627
2022 Q1	$148K	Buy	+1,691	New	+$146K	0.03%	221
2021 Q4	–	Sell	-5,468	Closed	-$447K	–	183
2021 Q3	$447K	Buy	5,468 +408	+8%	+$36.7K	0.13%	97
2021 Q2	$461K	Buy	5,060 +974	+24%	+$86.7K	0.15%	94
2021 Q1	$349K	Buy	+4,086	New	+$367K	0.13%	110

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

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

Aaron Wealth Advisors increased its Novartis (NVS) stake by 3% in Q2 2026, buying an estimated $107K and bringing the position to 24,810 shares worth $3.89M. The position accounts for 0.2% of the portfolio, ranked #66.

Aaron Wealth Advisors first reported a position in NVS in Q1 2021 and has held it in 19 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Aaron Wealth Advisors held 24,810 shares of Novartis worth $3.89M as of Q2 2026.
Aaron Wealth Advisors bought 715 Novartis shares in Q2 2026, an estimated $107K.
Novartis made up 0.2% of Aaron Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Aaron Wealth Advisors first reported a position in Novartis in Q1 2021 and has held it in 19 quarters since.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.