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Argonautica Private Wealth Management’s Novartis NVS Stock Holding History

Argonautica Private 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 		– Sell
-5,416
Closed -$827K – 195
2026
Q1 		$827K Buy
5,416
+545
+11% +$83.5K 0.25% 80
2025
Q4 		$672K Buy
4,871
+776
+19% +$102K 0.2% 98
2025
Q3 		$525K Buy
4,095
+126
+3% +$15.4K 0.15% 115
2025
Q2 		$480K Sell
3,969
-80
-2% -$9.02K 0.15% 122
2025
Q1 		$451K Buy
4,049
+453
+13% +$48.2K 0.16% 121
2024
Q4 		$350K Buy
3,596
+277
+8% +$29.5K 0.11% 148
2024
Q3 		$382K Buy
3,319
+14
+0.4% +$1.59K 0.13% 134
2024
Q2 		$352K Buy
3,305
+4
+0.1% +$402 0.12% 140
2024
Q1 		$319K Sell
3,301
-354
-10% -$36.3K 0.11% 154
2023
Q4 		$369K Buy
3,655
+79
+2% +$7.63K 0.15% 133
2023
Q3 		$364K Buy
3,576
+30
+0.8% +$3.04K 0.16% 122
2023
Q2 		$358K Buy
3,546
+737
+26% +$73.7K 0.16% 117
2023
Q1 		$258K Sell
2,809
-405
-13% -$35.4K 0.13% 123
2022
Q4 		$292K Buy
+3,214
New +$271K 0.15% 119

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

Argonautica Private Wealth Management's NVS Position: Q2 2026 in Review

Argonautica Private Wealth Management sold out of Novartis (NVS) in Q2 2026, closing a stake of 5,416 shares — an estimated $827K sold.

Argonautica Private Wealth Management first reported a position in NVS in Q4 2022 and held it in 14 quarters. The position peaked at $827K in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Argonautica Private Wealth Management reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Argonautica Private Wealth Management sold 5,416 Novartis shares in Q2 2026, an estimated $827K.
  • Argonautica Private Wealth Management first reported a position in Novartis in Q4 2022 and held it in 14 quarters.
  • Argonautica Private Wealth Management's Novartis position peaked at $827K in Q1 2026.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.