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Altus Wealth Group’s Novartis NVS Stock Holding History

Altus Wealth Group’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 		$856K Buy
5,463
+5
+0.1% +$750 0.31% 63
2026
Q1 		$834K Sell
5,458
-40
-0.7% -$6.13K 0.34% 62
2025
Q4 		$758K Buy
5,498
+474
+9% +$62.1K 0.3% 64
2025
Q3 		$644K Buy
5,024
+2
+0% +$244 0.26% 71
2025
Q2 		$608K Buy
5,022
+583
+13% +$65.7K 0.27% 70
2025
Q1 		$495K Buy
+4,439
New +$473K 0.23% 80
2021
Q1 		– Sell
-77
Closed -$8K – 581
2020
Q4 		$8K Buy
+77
New +$6.73K 0.01% 573

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Altus Wealth Group's NVS Position: Q2 2026 in Review

Altus Wealth Group increased its Novartis (NVS) stake by 0.09% in Q2 2026, buying an estimated $750 and bringing the position to 5,463 shares worth $856K. The position accounts for 0.31% of the portfolio, ranked #63.

Altus Wealth Group first reported a position in NVS in Q4 2020 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Altus Wealth Group held 5,463 shares of Novartis worth $856K as of Q2 2026.
  • Altus Wealth Group bought 5 Novartis shares in Q2 2026, an estimated $750.
  • Novartis made up 0.31% of Altus Wealth Group's portfolio in Q2 2026, its #63 holding.
  • Altus Wealth Group first reported a position in Novartis in Q4 2020 and has held it in 7 quarters since.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.