Advisor OS’s Novartis NVS Stock Holding History

Advisor OS’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	$643K	Sell	4,102 -208	-5%	-$31.2K	0.04%	267
2026 Q1	$658K	Buy	+4,310	New	+$661K	0.05%	251

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Advisor OS's NVS Position: Q2 2026 in Review

Advisor OS reduced its Novartis (NVS) stake by 4.8% in Q2 2026, selling an estimated $31.2K and leaving 4,102 shares worth $643K. The position accounts for 0.04% of the portfolio, ranked #267.

Advisor OS first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. The position peaked at $658K in Q1 2026. 1,179 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Advisor OS held 4,102 shares of Novartis worth $643K as of Q2 2026.
Advisor OS sold 208 Novartis shares in Q2 2026, an estimated $31.2K.
Novartis made up 0.04% of Advisor OS's portfolio in Q2 2026, its #267 holding.
Advisor OS first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
Advisor OS's Novartis position peaked at $658K in Q1 2026.
1,179 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.