Badgley Phelps Wealth Managers’s Novartis NVS Stock Holding History

Badgley Phelps Wealth Managers’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	$292K	Buy	1,866 +153	+9%	+$22.9K	0.01%	293
2026 Q1	$262K	Buy	1,713 +18	+1%	+$2.76K	0.01%	297
2025 Q4	$234K	Hold	1,695	–	–	﹤0.01%	306
2025 Q3	$217K	Buy	+1,695	New	+$207K	﹤0.01%	287

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Badgley Phelps Wealth Managers's NVS Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Novartis (NVS) stake by 8.9% in Q2 2026, buying an estimated $22.9K and bringing the position to 1,866 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #293.

Badgley Phelps Wealth Managers first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Badgley Phelps Wealth Managers held 1,866 shares of Novartis worth $292K as of Q2 2026.
Badgley Phelps Wealth Managers bought 153 Novartis shares in Q2 2026, an estimated $22.9K.
Novartis made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #293 holding.
Badgley Phelps Wealth Managers first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.