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Arkadios Wealth Advisors’s Novartis NVS Stock Holding History

Arkadios Wealth Advisors’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 		$6.21M Buy
39,601
+3,401
+9% +$510K 0.09% 226
2026
Q1 		$5.53M Buy
36,200
+1,357
+4% +$208K 0.09% 247
2025
Q4 		$4.8M Buy
34,843
+3,189
+10% +$418K 0.09% 232
2025
Q3 		$4.06M Buy
31,654
+6,025
+24% +$735K 0.1% 225
2025
Q2 		$3.1M Sell
25,629
-886
-3% -$99.9K 0.09% 237
2025
Q1 		$2.96M Buy
26,515
+18,028
+212% +$1.92M 0.11% 215
2024
Q4 		$826K Buy
8,487
+2,336
+38% +$249K 0.05% 376
2024
Q3 		$708K Sell
6,151
-870
-12% -$98.7K 0.04% 418
2024
Q2 		$747K Buy
7,021
+4,568
+186% +$459K 0.05% 348
2024
Q1 		$237K Buy
2,453
+87
+4% +$8.92K 0.02% 604
2023
Q4 		$239K Sell
2,366
-129
-5% -$12.5K 0.02% 601
2023
Q3 		$254K Buy
2,495
+440
+21% +$44.7K 0.02% 546
2023
Q2 		$207K Buy
+2,055
New +$206K 0.02% 571
2023
Q1 		– Sell
-3,075
Closed -$279K – 625
2022
Q4 		$279K Sell
3,075
-820
-21% -$69.1K 0.04% 429
2022
Q3 		$296K Sell
3,895
-191
-5% -$15.8K 0.04% 378
2022
Q2 		$345K Buy
4,086
+298
+8% +$26.1K 0.05% 363
2022
Q1 		$332K Buy
3,788
+493
+15% +$42.7K 0.04% 404
2021
Q4 		$288K Buy
3,295
+1,304
+65% +$108K 0.04% 463
2021
Q3 		$162K Sell
1,991
-231
-10% -$20.8K 0.02% 561
2021
Q2 		$202K Buy
2,222
+1,417
+176% +$126K 0.02% 527
2021
Q1 		$68K Buy
805
+115
+17% +$10.3K 0.01% 613
2020
Q4 		$65K Buy
+690
New +$60.3K 0.01% 504
2020
Q2 		– Sell
-572
Closed -$47.2K – 1080
2020
Q1 		$47.2K Buy
572
+50
+10% +$4.46K 0.03% 352
2019
Q4 		$51K Buy
+522
New +$46.8K 0.03% 309

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

Arkadios Wealth Advisors's NVS Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Novartis (NVS) stake by 9.4% in Q2 2026, buying an estimated $510K and bringing the position to 39,601 shares worth $6.21M. The position accounts for 0.09% of the portfolio, ranked #226.

Arkadios Wealth Advisors first reported a position in NVS in Q4 2019 and has held it in 24 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Arkadios Wealth Advisors held 39,601 shares of Novartis worth $6.21M as of Q2 2026.
  • Arkadios Wealth Advisors bought 3,401 Novartis shares in Q2 2026, an estimated $510K.
  • Novartis made up 0.09% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Arkadios Wealth Advisors first reported a position in Novartis in Q4 2019 and has held it in 24 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.