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Aventura Private Wealth’s Novartis NVS Stock Holding History

Aventura 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 		$56.3K Buy
359
+35
+11% +$5.25K 0.02% 325
2026
Q1 		$49.5K Hold
324
– – 0.02% 325
2025
Q4 		$44.7K Hold
324
– – 0.02% 310
2025
Q3 		$41.5K Hold
324
– – 0.02% 317
2025
Q2 		$39.2K Hold
324
– – 0.02% 306
2025
Q1 		$36.1K Hold
324
– – 0.02% 295
2024
Q4 		$31.5K Buy
+324
New +$34.6K 0.02% 296

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

Aventura Private Wealth's NVS Position: Q2 2026 in Review

Aventura Private Wealth increased its Novartis (NVS) stake by 11% in Q2 2026, buying an estimated $5.25K and bringing the position to 359 shares worth $56.3K. The position accounts for 0.02% of the portfolio, ranked #325.

Aventura Private Wealth first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Aventura Private Wealth held 359 shares of Novartis worth $56.3K as of Q2 2026.
  • Aventura Private Wealth bought 35 Novartis shares in Q2 2026, an estimated $5.25K.
  • Novartis made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #325 holding.
  • Aventura Private Wealth first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.