Abound Wealth Management’s Novartis NVS Stock Holding History

Abound 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	$16K	Sell	102 -1	-1%	-$150	﹤0.01%	406
2026 Q1	$15.7K	Sell	103 -14	-12%	-$2.15K	﹤0.01%	442
2025 Q4	$16.1K	Buy	117 +102	+680%	+$13.4K	﹤0.01%	407
2025 Q3	$1.92K	Hold	15	–	–	﹤0.01%	815
2025 Q2	$1.82K	Sell	15 -1	-6%	-$113	﹤0.01%	760
2025 Q1	$1.78K	Sell	16 -7	-30%	-$745	﹤0.01%	715
2024 Q4	$2.24K	Hold	23	–	–	﹤0.01%	663
2024 Q3	$2.65K	Buy	23 +4	+21%	+$454	﹤0.01%	668
2024 Q2	$2.02K	Sell	19 -24	-56%	-$2.41K	﹤0.01%	643
2024 Q1	$4.16K	Buy	43 +5	+13%	+$513	﹤0.01%	564
2023 Q4	$3.84K	Hold	38	–	–	﹤0.01%	567
2023 Q3	$3.87K	Hold	38	–	–	﹤0.01%	517
2023 Q2	$3.83K	Buy	+38	New	+$3.8K	﹤0.01%	546

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

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

Abound Wealth Management reduced its Novartis (NVS) stake by 0.97% in Q2 2026, selling an estimated $150 and leaving 102 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Abound Wealth Management first reported a position in NVS in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.1K in Q4 2025. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Abound Wealth Management held 102 shares of Novartis worth $16K as of Q2 2026.
Abound Wealth Management sold 1 Novartis share in Q2 2026, an estimated $150.
Novartis made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #406 holding.
Abound Wealth Management first reported a position in Novartis in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Novartis position peaked at $16.1K in Q4 2025.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.