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Ashton Thomas Private Wealth’s Novartis NVS Stock Holding History

Ashton Thomas Private Wealth’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 		$1.83M Buy
11,663
+252
+2% +$37.8K 0.04% 397
2026
Q1 		$1.74M Buy
11,411
+961
+9% +$147K 0.04% 397
2025
Q4 		$1.44M Buy
10,450
+630
+6% +$82.5K 0.04% 395
2025
Q3 		$1.26M Buy
9,820
+2,255
+30% +$275K 0.03% 413
2025
Q2 		$915K Buy
7,565
+4,588
+154% +$517K 0.03% 431
2025
Q1 		$344K Sell
2,977
-201
-6% -$21.4K 0.01% 631
2024
Q4 		$309K Buy
3,178
+211
+7% +$22.5K 0.01% 624
2024
Q3 		$341K Buy
2,967
+354
+14% +$40.2K 0.02% 491
2024
Q2 		$278K Sell
2,613
-189
-7% -$19K 0.02% 504
2024
Q1 		$271K Sell
2,802
-160
-5% -$16.4K 0.02% 510
2023
Q4 		$299K Hold
2,962
– – 0.02% 497
2023
Q3 		$302K Buy
2,962
+386
+15% +$39.2K 0.02% 473
2023
Q2 		$260K Buy
2,576
+184
+8% +$18.4K 0.02% 508
2023
Q1 		$220K Buy
+2,392
New +$209K 0.02% 464
2022
Q3 		– Sell
-2,372
Closed -$201K – 477
2022
Q2 		$201K Buy
+2,372
New +$208K 0.02% 436
2021
Q3 		– Sell
-8,195
Closed -$748K – 377
2021
Q2 		$748K Buy
+8,195
New +$730K 0.11% 197
2019
Q2 		– Sell
-2,682
Closed -$231K – 197
2019
Q1 		$231K Buy
+2,682
New +$215K 0.1% 168

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

Ashton Thomas Private Wealth's NVS Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Novartis (NVS) stake by 2.2% in Q2 2026, buying an estimated $37.8K and bringing the position to 11,663 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #397.

Ashton Thomas Private Wealth first reported a position in NVS in Q1 2019 and has held it in 17 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Ashton Thomas Private Wealth held 11,663 shares of Novartis worth $1.83M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 252 Novartis shares in Q2 2026, an estimated $37.8K.
  • Novartis made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #397 holding.
  • Ashton Thomas Private Wealth first reported a position in Novartis in Q1 2019 and has held it in 17 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.