AEPWM
NVS icon

Atlantic Edge Private Wealth Management’s Novartis NVS Stock Holding History

Atlantic Edge 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 		$356K Buy
2,270
+40
+2% +$6K 0.07% 114
2026
Q1 		$341K Hold
2,230
– – 0.08% 111
2025
Q4 		$307K Buy
2,230
+75
+3% +$9.82K 0.08% 113
2025
Q3 		$276K Hold
2,155
– – 0.07% 120
2025
Q2 		$261K Sell
2,155
-400
-16% -$45.1K 0.07% 118
2025
Q1 		$285K Hold
2,555
– – 0.09% 112
2024
Q4 		$249K Hold
2,555
– – 0.08% 120
2024
Q3 		$294K Buy
2,555
+75
+3% +$8.51K 0.09% 113
2024
Q2 		$264K Buy
2,480
+60
+2% +$6.02K 0.09% 110
2024
Q1 		$234K Hold
2,420
– – 0.08% 119
2023
Q4 		$244K Buy
+2,420
New +$234K 0.1% 112

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management increased its Novartis (NVS) stake by 1.8% in Q2 2026, buying an estimated $6K and bringing the position to 2,270 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #114.

Atlantic Edge Private Wealth Management first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 2,270 shares of Novartis worth $356K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 40 Novartis shares in Q2 2026, an estimated $6K.
  • Novartis made up 0.07% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.