AWM
NVS icon

Axxcess Wealth Management’s Novartis NVS Stock Holding History

Axxcess 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 		$1.68M Buy
10,748
+1,433
+15% +$215K 0.03% 420
2026
Q1 		$1.42M Sell
9,315
-242
-3% -$37.1K 0.05% 210
2025
Q4 		$1.32M Buy
9,557
+1,626
+21% +$213K 0.02% 460
2025
Q3 		$1.02M Buy
7,931
+3,002
+61% +$366K 0.02% 441
2025
Q2 		$596K Sell
4,929
-279
-5% -$31.4K 0.01% 548
2025
Q1 		$581K Sell
5,208
-1,875
-26% -$200K 0.02% 513
2024
Q4 		$689K Buy
7,083
+4,267
+152% +$455K 0.02% 481
2024
Q3 		$324K Sell
2,816
-17
-0.6% -$1.93K 0.01% 670
2024
Q2 		$302K Buy
2,833
+21
+0.7% +$2.11K 0.01% 646
2024
Q1 		$272K Buy
2,812
+20
+0.7% +$2.05K 0.01% 699
2023
Q4 		$282K Buy
2,792
+512
+22% +$49.4K 0.01% 663
2023
Q3 		$232K Buy
2,280
+280
+14% +$28.4K 0.01% 678
2023
Q2 		$202K Buy
+2,000
New +$200K 0.01% 552
2022
Q3 		– Sell
-2,679
Closed -$226K – 591
2022
Q2 		$226K Buy
2,679
+110
+4% +$9.65K 0.02% 468
2022
Q1 		$225K Sell
2,569
-44
-2% -$3.81K 0.02% 547
2021
Q4 		$229K Buy
+2,613
New +$217K 0.02% 554

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Axxcess Wealth Management's NVS Position: Q2 2026 in Review

Axxcess Wealth Management increased its Novartis (NVS) stake by 15% in Q2 2026, buying an estimated $215K and bringing the position to 10,748 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #420.

Axxcess Wealth Management first reported a position in NVS in Q4 2021 and has held it in 16 quarters since. 943 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Axxcess Wealth Management held 10,748 shares of Novartis worth $1.68M as of Q2 2026.
  • Axxcess Wealth Management bought 1,433 Novartis shares in Q2 2026, an estimated $215K.
  • Novartis made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Axxcess Wealth Management first reported a position in Novartis in Q4 2021 and has held it in 16 quarters since.
  • 943 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.