Baldwin Wealth Partners’s Novartis NVS Stock Holding History

Baldwin Wealth Partners’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	$4.34M	Sell	27,679 -2,316	-8%	-$347K	0.28%	62
2026 Q1	$4.58M	Sell	29,995 -2,293	-7%	-$351K	0.33%	58
2025 Q4	$4.45M	Sell	32,288 -1,562	-5%	-$205K	0.28%	57
2025 Q3	$4.34M	Sell	33,850 -3,794	-10%	-$463K	0.28%	61
2025 Q2	$4.56M	Sell	37,644 -3,776	-9%	-$426K	0.31%	61
2025 Q1	$4.62M	Sell	41,420 -6,858	-14%	-$730K	0.32%	60
2024 Q4	$4.7M	Sell	48,278 -6,527	-12%	-$696K	0.32%	59
2024 Q3	$6.3M	Buy	54,805 +7,247	+15%	+$822K	0.43%	56
2024 Q2	$5.06M	Sell	47,558 -1,516	-3%	-$152K	0.39%	55
2024 Q1	$4.75M	Sell	49,074 -1,433	-3%	-$147K	0.36%	62
2023 Q4	$5.1M	Sell	50,507 -1,982	-4%	-$191K	0.4%	59
2023 Q3	$5.35M	Buy	52,489 +333	+0.6%	+$33.8K	0.46%	57
2023 Q2	$5.26M	Sell	52,156 -579	-1%	-$57.9K	0.43%	57
2023 Q1	$4.85M	Buy	52,735 +227	+0.4%	+$19.8K	0.42%	58
2022 Q4	$4.76M	Buy	52,508 +50,894	+3,153%	+$4.29M	0.43%	63
2022 Q3	$123K	Hold	1,614	–	–	0.02%	218
2022 Q2	$136K	Sell	1,614 -45	-3%	-$3.95K	0.02%	223
2022 Q1	$146K	Sell	1,659 -30	-2%	-$2.6K	0.02%	238
2021 Q4	$148K	Sell	1,689 -496	-23%	-$41.2K	0.01%	225
2021 Q3	$179K	Buy	2,185 +76	+4%	+$6.84K	0.02%	209
2021 Q2	$192K	Sell	2,109 -70	-3%	-$6.23K	0.02%	203
2021 Q1	$186K	Buy	2,179 +217	+11%	+$19.5K	0.02%	189
2020 Q4	$185K	Hold	1,962	–	–	0.02%	181
2020 Q3	$171K	Buy	1,962 +65	+3%	+$5.63K	0.02%	169
2020 Q2	$166K	Hold	1,897	–	–	0.02%	164
2020 Q1	$156K	Buy	1,897 +48	+3%	+$4.28K	0.03%	166
2019 Q4	$175K	Buy	1,849 +32	+2%	+$2.87K	0.02%	189
2019 Q3	$158K	Buy	1,817 +1,595	+718%	+$143K	0.02%	189
2019 Q2	$20K	Sell	222 -26	-10%	-$2.2K	﹤0.01%	398
2019 Q1	$21K	Hold	248	–	–	﹤0.01%	396
2018 Q4	$19K	Hold	248	–	–	﹤0.01%	393
2018 Q3	$19K	Buy	248 +25	+11%	+$1.85K	﹤0.01%	405
2018 Q2	$15K	Hold	223	–	–	﹤0.01%	430
2018 Q1	$16K	Buy	+223	New	+$17K	﹤0.01%	408
2017 Q4	–	Sell	-223	Closed	-$17K	–	491
2017 Q3	$17K	Hold	223	–	–	﹤0.01%	385
2017 Q2	$17K	Sell	223 -37	-14%	-$2.62K	﹤0.01%	386
2017 Q1	$17K	Buy	260 +37	+17%	+$2.47K	﹤0.01%	381
2016 Q4	$15K	Sell	223 -84	-27%	-$5.45K	﹤0.01%	396
2016 Q3	$22K	Sell	307 -124,904	-100%	-$9.1M	﹤0.01%	371
2016 Q2	$9.26M	Buy	125,211 +7,325	+6%	+$506K	1.9%	19
2016 Q1	$7.65M	Buy	117,886 +10,921	+10%	+$743K	1.37%	25
2015 Q4	$8.25M	Sell	106,965 -28,053	-21%	-$2.23M	1.34%	24
2015 Q3	$11.1M	Buy	135,018 +3,298	+3%	+$294K	1.88%	11
2015 Q2	$11.6M	Buy	131,720 +956	+0.7%	+$87.7K	1.72%	15
2015 Q1	$11.6M	Sell	130,764 -9,709	-7%	-$861K	1.7%	17
2014 Q4	$11.7M	Buy	140,473 +4,587	+3%	+$380K	1.69%	17
2014 Q3	$11.5M	Buy	135,886 +6,946	+5%	+$562K	1.63%	13
2014 Q2	$10.5M	Buy	128,940 +762	+0.6%	+$59.9K	1.55%	17
2014 Q1	$9.77M	Sell	128,178 -3,204	-2%	-$233K	1.57%	19
2013 Q4	$9.46M	Sell	131,382 -4,676	-3%	-$325K	1.52%	16
2013 Q3	$9.35M	Sell	136,058 -28,767	-17%	-$1.9M	1.71%	12
2013 Q2	$10.4M	Buy	+164,825	New	+$10.7M	2.07%	7

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Baldwin Wealth Partners's NVS Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Novartis (NVS) stake by 7.7% in Q2 2026, selling an estimated $347K and leaving 27,679 shares worth $4.34M. The position accounts for 0.28% of the portfolio, ranked #62.

Baldwin Wealth Partners first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.7M in Q4 2014. 710 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Baldwin Wealth Partners held 27,679 shares of Novartis worth $4.34M as of Q2 2026.
Baldwin Wealth Partners sold 2,316 Novartis shares in Q2 2026, an estimated $347K.
Novartis made up 0.28% of Baldwin Wealth Partners's portfolio in Q2 2026, its #62 holding.
Baldwin Wealth Partners first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
Baldwin Wealth Partners's Novartis position peaked at $11.7M in Q4 2014.
710 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.