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Alliance Wealth Advisors (Utah)’s Novartis NVS Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$323K Sell
2,061
-834
-29% -$125K 0.06% 183
2026
Q1 		$442K Sell
2,895
-449
-13% -$68.8K 0.1% 149
2025
Q4 		$461K Sell
3,344
-987
-23% -$129K 0.1% 172
2025
Q3 		$555K Buy
4,331
+820
+23% +$100K 0.13% 166
2025
Q2 		$425K Buy
3,511
+814
+30% +$91.7K 0.1% 184
2025
Q1 		$301K Buy
2,697
+161
+6% +$17.1K 0.08% 211
2024
Q4 		$247K Buy
+2,536
New +$270K 0.06% 235

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s NVS Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Novartis (NVS) stake by 29% in Q2 2026, selling an estimated $125K and leaving 2,061 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #183.

Alliance Wealth Advisors (Utah) first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $555K in Q3 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,061 shares of Novartis worth $323K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 834 Novartis shares in Q2 2026, an estimated $125K.
  • Novartis made up 0.06% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #183 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Alliance Wealth Advisors (Utah)'s Novartis position peaked at $555K in Q3 2025.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.