AE Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.47M | Sell |
9,392
-857
| -8% | -$128K | 0.01% | 769 |
|
|
2026
Q1 | $1.57M | Buy |
10,249
+605
| +6% | +$92.7K | 0.01% | 715 |
|
|
2025
Q4 | $1.33M | Buy |
9,644
+614
| +7% | +$80.4K | 0.01% | 724 |
|
|
2025
Q3 | $1.16M | Buy |
9,030
+1,741
| +24% | +$212K | 0.01% | 717 |
|
|
2025
Q2 | $882K | Buy |
7,289
+580
| +9% | +$65.4K | 0.01% | 760 |
|
|
2025
Q1 | $748K | Buy |
6,709
+488
| +8% | +$52K | 0.01% | 796 |
|
|
2024
Q4 | $605K | Buy |
6,221
+126
| +2% | +$13.4K | 0.01% | 847 |
|
|
2024
Q3 | $701K | Sell |
6,095
-221
| -3% | -$25.1K | 0.01% | 797 |
|
|
2024
Q2 | $672K | Buy |
6,316
+656
| +12% | +$65.8K | 0.01% | 802 |
|
|
2024
Q1 | $548K | Sell |
5,660
-15,681
| -73% | -$1.61M | 0.01% | 795 |
|
|
2023
Q4 | $2.29M | Sell |
21,341
-325
| -2% | -$31.4K | 0.01% | 857 |
|
|
2023
Q3 | $2.21M | Sell |
21,666
-5,629
| -21% | -$571K | 0.01% | 819 |
|
|
2023
Q2 | $2.75M | Sell |
27,295
-751
| -3% | -$75.1K | 0.02% | 736 |
|
|
2023
Q1 | $2.58M | Sell |
28,046
-9,013
| -24% | -$787K | 0.02% | 705 |
|
|
2022
Q4 | $3.36M | Buy |
37,059
+3,523
| +11% | +$297K | 0.02% | 581 |
|
|
2022
Q3 | $2.55M | Buy |
33,536
+2,351
| +8% | +$195K | 0.02% | 624 |
|
|
2022
Q2 | $2.64M | Buy |
31,185
+3,223
| +12% | +$283K | 0.02% | 577 |
|
|
2022
Q1 | $2.45M | Sell |
27,962
-433
| -2% | -$37.5K | 0.02% | 648 |
|
|
2021
Q4 | $2.48M | Buy |
28,395
+1,739
| +7% | +$144K | 0.02% | 631 |
|
|
2021
Q3 | $2.18M | Buy |
26,656
+636
| +2% | +$57.2K | 0.02% | 619 |
|
|
2021
Q2 | $2.37M | Buy |
26,020
+2,298
| +10% | +$205K | 0.02% | 582 |
|
|
2021
Q1 | $2.03M | Buy |
23,722
+2,438
| +11% | +$219K | 0.02% | 563 |
|
|
2020
Q4 | $2.01M | Buy |
21,284
+1,147
| +6% | +$100K | 0.02% | 494 |
|
|
2020
Q3 | $1.75M | Buy |
20,137
+88
| +0.4% | +$7.62K | 0.03% | 469 |
|
|
2020
Q2 | $1.75M | Buy |
20,049
+4,654
| +30% | +$402K | 0.03% | 446 |
|
|
2020
Q1 | $1.27M | Buy |
15,395
+966
| +7% | +$86.2K | 0.03% | 423 |
|
|
2019
Q4 | $1.37M | Buy |
14,429
+5,961
| +70% | +$535K | 0.03% | 457 |
|
|
2019
Q3 | $736K | Buy |
8,468
+686
| +9% | +$61.6K | 0.02% | 519 |
|
|
2019
Q2 | $711K | Buy |
7,782
+3,598
| +86% | +$305K | 0.02% | 495 |
|
|
2019
Q1 | $360K | Buy |
4,184
+1,184
| +39% | +$95K | 0.03% | 418 |
|
|
2018
Q4 | $231K | Sell |
3,000
-2,903
| -49% | -$226K | 0.04% | 409 |
|
|
2018
Q3 | $456K | Buy |
5,903
+59
| +1% | +$4.36K | 0.03% | 344 |
|
|
2018
Q2 | $396K | Buy |
5,844
+1,218
| +26% | +$84.1K | 0.03% | 288 |
|
|
2018
Q1 | $335K | Sell |
4,626
-11
| -0.2% | -$837 | 0.03% | 309 |
|
|
2017
Q4 | $349K | Sell |
4,637
-254
| -5% | -$19.2K | 0.03% | 286 |
|
|
2017
Q3 | $376K | Buy |
4,891
+958
| +24% | +$72.3K | 0.03% | 268 |
|
|
2017
Q2 | $294K | Sell |
3,933
-7,419
| -65% | -$526K | 0.04% | 302 |
|
|
2017
Q1 | $755K | Buy |
11,352
+5,014
| +79% | +$334K | 0.14% | 139 |
|
|
2016
Q4 | $414K | Buy |
+6,338
| New | +$411K | 0.17% | 127 |
|
Other funds holding NVS
AE Wealth Management's NVS Position: Q2 2026 in Review
AE Wealth Management reduced its Novartis (NVS) stake by 8.4% in Q2 2026, selling an estimated $128K and leaving 9,392 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #769.
AE Wealth Management first reported a position in NVS in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.36M in Q4 2022. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- AE Wealth Management held 9,392 shares of Novartis worth $1.47M as of Q2 2026.
- AE Wealth Management sold 857 Novartis shares in Q2 2026, an estimated $128K.
- Novartis made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #769 holding.
- AE Wealth Management first reported a position in Novartis in Q4 2016 and has held it in 39 quarters since.
- AE Wealth Management's Novartis position peaked at $3.36M in Q4 2022.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.