Abacus Wealth Partners’s Novartis NVS Stock Holding History

Abacus Wealth Partners’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	$1.35M	Sell	8,613 -9,757	-53%	-$1.46M	0.14%	53
2026 Q1	$2.81M	Buy	18,370 +276	+2%	+$42.3K	0.26%	32
2025 Q4	$2.49M	Buy	18,094 +16,328	+925%	+$2.14M	0.24%	34
2025 Q3	$226K	Sell	1,766 -225	-11%	-$27.5K	0.03%	89
2025 Q2	$241K	Buy	+1,991	New	+$224K	0.04%	91

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

Abacus Wealth Partners's NVS Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Novartis (NVS) stake by 53% in Q2 2026, selling an estimated $1.46M and leaving 8,613 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #53.

Abacus Wealth Partners first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.81M in Q1 2026. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Abacus Wealth Partners held 8,613 shares of Novartis worth $1.35M as of Q2 2026.
Abacus Wealth Partners sold 9,757 Novartis shares in Q2 2026, an estimated $1.46M.
Novartis made up 0.14% of Abacus Wealth Partners's portfolio in Q2 2026, its #53 holding.
Abacus Wealth Partners first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
Abacus Wealth Partners's Novartis position peaked at $2.81M in Q1 2026.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.