Acumen Wealth Advisors’s Novartis NVS Stock Holding History

Acumen 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	$9.87K	Hold	63	–	–	﹤0.01%	328
2026 Q1	$9.62K	Buy	63 +28	+80%	+$4.29K	﹤0.01%	310
2025 Q4	$4.83K	Buy	+35	New	+$4.58K	﹤0.01%	383

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

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

Acumen Wealth Advisors held its Novartis (NVS) position steady in Q2 2026 at 63 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Acumen Wealth Advisors first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Acumen Wealth Advisors held 63 shares of Novartis worth $9.87K as of Q2 2026.
Acumen Wealth Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #328 holding.
Acumen Wealth Advisors first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.