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Abundance Wealth Counselors’s Novartis NVS Stock Holding History

Abundance Wealth Counselors’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 		$5.05M Buy
32,213
+15,417
+92% +$2.31M 0.33% 42
2026
Q1 		$2.57M Sell
16,796
-131
-0.8% -$20.1K 0.37% 40
2025
Q4 		$2.33M Buy
16,927
+73
+0.4% +$9.56K 0.39% 40
2025
Q3 		$2.16M Sell
16,854
-32
-0.2% -$3.9K 0.37% 40
2025
Q2 		$2.04M Buy
16,886
+3,158
+23% +$356K 0.38% 42
2025
Q1 		$1.53M Buy
13,728
+887
+7% +$94.4K 0.32% 59
2024
Q4 		$1.25M Buy
12,841
+89
+0.7% +$9.49K 0.27% 57
2024
Q3 		$1.47M Sell
12,752
-118
-0.9% -$13.4K 0.3% 56
2024
Q2 		$1.37M Buy
12,870
+671
+6% +$67.4K 0.63% 29
2024
Q1 		$1.18M Buy
12,199
+266
+2% +$27.3K 0.27% 64
2023
Q4 		$1.21M Buy
11,933
+664
+6% +$64.1K 0.31% 56
2023
Q3 		$1.15M Buy
11,269
+185
+2% +$18.8K 0.33% 54
2023
Q2 		$1.12M Buy
11,084
+16
+0.1% +$1.6K 0.58% 27
2023
Q1 		$1.02M Buy
11,068
+238
+2% +$20.8K 0.26% 62
2022
Q4 		$982K Buy
10,830
+778
+8% +$65.5K 0.27% 63
2022
Q3 		$764K Buy
10,052
+697
+7% +$57.8K 0.22% 66
2022
Q2 		$791K Buy
9,355
+996
+12% +$87.4K 0.21% 67
2022
Q1 		$734K Buy
8,359
+1,612
+24% +$140K 0.2% 72
2021
Q4 		$590K Sell
6,747
-419
-6% -$34.8K 0.15% 72
2021
Q3 		$586K Buy
7,166
+539
+8% +$48.5K 0.34% 28
2021
Q2 		$605K Buy
6,627
+3,809
+135% +$339K 0.16% 67
2021
Q1 		$241K Buy
+2,818
New +$253K 0.06% 78

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abundance Wealth Counselors's NVS Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Novartis (NVS) stake by 92% in Q2 2026, buying an estimated $2.31M and bringing the position to 32,213 shares worth $5.05M. The position accounts for 0.33% of the portfolio, ranked #42.

Abundance Wealth Counselors first reported a position in NVS in Q1 2021 and has held it in 22 quarters since. 459 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Abundance Wealth Counselors held 32,213 shares of Novartis worth $5.05M as of Q2 2026.
  • Abundance Wealth Counselors bought 15,417 Novartis shares in Q2 2026, an estimated $2.31M.
  • Novartis made up 0.33% of Abundance Wealth Counselors's portfolio in Q2 2026, its #42 holding.
  • Abundance Wealth Counselors first reported a position in Novartis in Q1 2021 and has held it in 22 quarters since.
  • 459 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.