Aberdeen Wealth Management’s Novartis NVS Stock Holding History

Aberdeen 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	$947K	Buy	+6,045	New	+$906K	0.45%	38
2025 Q2	–	Sell	-12,030	Closed	-$1.34M	–	167
2025 Q1	$1.34M	Hold	12,030	–	–	0.93%	28
2024 Q4	$1.17M	Sell	12,030 -700	-5%	-$74.6K	0.8%	29
2024 Q3	$1.46M	Sell	12,730 -1,000	-7%	-$113K	0.96%	23
2024 Q2	$1.46M	Sell	13,730 -810	-6%	-$81.3K	0.99%	25
2024 Q1	$1.41M	Buy	14,540 +800	+6%	+$82K	0.82%	32
2023 Q4	$1.39M	Sell	13,740 -800	-6%	-$77.2K	1.01%	25
2023 Q3	$1.48M	Sell	14,540 -100	-0.7%	-$10.2K	1.12%	23
2023 Q2	$1.48M	Hold	14,640	–	–	1.07%	25
2023 Q1	$1.35M	Hold	14,640	–	–	1%	26
2022 Q4	$1.33M	Hold	14,640	–	–	1%	27
2022 Q3	$1.11M	Sell	14,640 -2	-0%	-$166	0.98%	28
2022 Q2	$1.24M	Sell	14,642 -71	-0.5%	-$6.23K	0.98%	27
2022 Q1	$1.29M	Hold	14,713	–	–	0.88%	30
2021 Q4	$1.29M	Sell	14,713 -94	-0.6%	-$7.8K	0.84%	33
2021 Q3	$1.21M	Sell	14,807 -466	-3%	-$41.9K	1.17%	25
2021 Q2	$1.39M	Buy	15,273 +85	+0.6%	+$7.57K	1.29%	22
2021 Q1	$1.3M	Sell	15,188 -75	-0.5%	-$6.73K	1.03%	27
2020 Q4	$1.44M	Hold	15,263	–	–	1.09%	25
2020 Q3	$1.33M	Sell	15,263 -408	-3%	-$35.3K	1.26%	22
2020 Q2	$1.37M	Buy	15,671 +365	+2%	+$31.5K	1.47%	17
2020 Q1	$1.26M	Sell	15,306 -175	-1%	-$15.6K	1.53%	15
2019 Q4	$1.47M	Buy	+15,481	New	+$1.39M	1.09%	19

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

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

Aberdeen Wealth Management opened a new position in Novartis (NVS) in Q2 2026: 6,045 shares worth $947K. The stake represents 0.45% of the portfolio and ranks #38 among its holdings. This is a return to the name: Aberdeen Wealth Management previously reported a position in NVS as recently as Q1 2025.

Aberdeen Wealth Management first reported a position in NVS in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.48M in Q3 2023. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Aberdeen Wealth Management held 6,045 shares of Novartis worth $947K as of Q2 2026.
Novartis was a new Aberdeen Wealth Management position in Q2 2026.
Novartis made up 0.45% of Aberdeen Wealth Management's portfolio in Q2 2026, its #38 holding.
Aberdeen Wealth Management first reported a position in Novartis in Q4 2019 and has held it in 23 quarters since.
Aberdeen Wealth Management's Novartis position peaked at $1.48M in Q3 2023.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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