Atlantic Edge Private Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
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. 1,621 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.
- 1,621 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.