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Alvarez & Marsal Private Wealth Partners’s Novartis NVS Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-1,819
Closed -$278K – 165
2026
Q1 		$278K Buy
+1,819
New +$279K 0.04% 132

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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

Alvarez & Marsal Private Wealth Partners's NVS Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,819 shares — an estimated $278K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in NVS in Q1 2026 and held it in 1 quarter. The position peaked at $278K in Q1 2026. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 1,819 Novartis shares in Q2 2026, an estimated $278K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Novartis in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Novartis position peaked at $278K in Q1 2026.
  • 1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.