Baker Tilly Wealth Management’s Novartis NVS Stock Holding History

Baker Tilly 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	$642K	Sell	4,097 -130	-3%	-$19.5K	0.14%	144
2026 Q1	$646K	Buy	4,227 +146	+4%	+$22.4K	0.16%	129
2025 Q4	$563K	Sell	4,081 -38	-0.9%	-$4.98K	0.14%	146
2025 Q3	$528K	Sell	4,119 -47	-1%	-$5.74K	0.12%	143
2025 Q2	$504K	Sell	4,166 -153	-4%	-$17.2K	0.18%	120
2025 Q1	$481K	Buy	4,319 +535	+14%	+$57K	0.19%	122
2024 Q4	$368K	Sell	3,784 -77	-2%	-$8.21K	0.14%	159
2024 Q3	$444K	Buy	3,861 +225	+6%	+$25.5K	0.2%	125
2024 Q2	$387K	Sell	3,636 -1,772	-33%	-$178K	0.16%	158
2024 Q1	$523K	Sell	5,408 -81	-1%	-$8.3K	0.09%	242
2023 Q4	$554K	Sell	5,489 -1,155	-17%	-$111K	0.09%	258
2023 Q3	$677K	Sell	6,644 -12,732	-66%	-$1.29M	0.11%	187
2023 Q2	$1.96M	Buy	19,376 +1,298	+7%	+$130K	0.21%	103
2023 Q1	$1.66M	Sell	18,078 -10,918	-38%	-$954K	0.19%	116
2022 Q4	$2.63M	Buy	28,996 +3,063	+12%	+$258K	0.32%	74
2022 Q3	$1.97M	Sell	25,933 -1,979	-7%	-$164K	0.27%	82
2022 Q2	$2.36M	Buy	27,912 +2,763	+11%	+$242K	0.31%	73
2022 Q1	$2.21M	Buy	25,149 +3,888	+18%	+$337K	0.24%	85
2021 Q4	$1.86M	Sell	21,261 -1,222	-5%	-$101K	0.2%	99
2021 Q3	$1.84M	Buy	22,483 +3,569	+19%	+$321K	0.24%	80
2021 Q2	$1.73M	Buy	18,914 +940	+5%	+$83.7K	0.28%	80
2021 Q1	$1.54M	Buy	17,974 +10,966	+156%	+$984K	0.31%	78
2020 Q4	$662K	Buy	+7,008	New	+$612K	0.2%	116

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

Baker Tilly Wealth Management's NVS Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Novartis (NVS) stake by 3.1% in Q2 2026, selling an estimated $19.5K and leaving 4,097 shares worth $642K. The position accounts for 0.14% of the portfolio, ranked #144.

Baker Tilly Wealth Management first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.63M in Q4 2022. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Baker Tilly Wealth Management held 4,097 shares of Novartis worth $642K as of Q2 2026.
Baker Tilly Wealth Management sold 130 Novartis shares in Q2 2026, an estimated $19.5K.
Novartis made up 0.14% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #144 holding.
Baker Tilly Wealth Management first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
Baker Tilly Wealth Management's Novartis position peaked at $2.63M in Q4 2022.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.