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Allen Wealth Management’s Novartis NVS Stock Holding History

Allen 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 		$497K Sell
3,170
-1,200
-27% -$180K 0.24% 42
2026
Q1 		$668K Sell
4,370
-200
-4% -$30.7K 0.33% 41
2025
Q4 		$630K Buy
4,570
+400
+10% +$52.4K 0.38% 41
2025
Q3 		$535K Sell
4,170
-375
-8% -$45.8K 0.36% 38
2025
Q2 		$550K Sell
4,545
-829
-15% -$93.4K 0.38% 37
2025
Q1 		$599K Hold
5,374
– – 0.41% 37
2024
Q4 		$523K Sell
5,374
-414
-7% -$44.1K 0.37% 38
2024
Q3 		$666K Buy
5,788
+100
+2% +$11.3K 0.46% 35
2024
Q2 		$606K Buy
5,688
+214
+4% +$21.5K 0.54% 35
2024
Q1 		$530K Sell
5,474
-10,047
-65% -$1.03M 0.47% 39
2023
Q4 		$1.57M Buy
+15,521
New +$1.5M 1.53% 16

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Allen Wealth Management reduced its Novartis (NVS) stake by 27% in Q2 2026, selling an estimated $180K and leaving 3,170 shares worth $497K. The position accounts for 0.24% of the portfolio, ranked #42.

Allen Wealth Management first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2023. 709 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Allen Wealth Management held 3,170 shares of Novartis worth $497K as of Q2 2026.
  • Allen Wealth Management sold 1,200 Novartis shares in Q2 2026, an estimated $180K.
  • Novartis made up 0.24% of Allen Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Allen Wealth Management first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • Allen Wealth Management's Novartis position peaked at $1.57M in Q4 2023.
  • 709 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.