BDPWM
NVS icon

Barnes Dennig Private Wealth Management’s Novartis NVS Stock Holding History

Barnes Dennig Private 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 		$166K Sell
1,060
-26
-2% -$3.9K 0.13% 99
2026
Q1 		$166K Hold
1,086
– – 0.16% 86
2025
Q4 		$150K Buy
+1,086
New +$142K 0.15% 85

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Barnes Dennig Private Wealth Management's NVS Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management reduced its Novartis (NVS) stake by 2.4% in Q2 2026, selling an estimated $3.9K and leaving 1,060 shares worth $166K. The position accounts for 0.13% of the portfolio, ranked #99.

Barnes Dennig Private Wealth Management first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 1,060 shares of Novartis worth $166K as of Q2 2026.
  • Barnes Dennig Private Wealth Management sold 26 Novartis shares in Q2 2026, an estimated $3.9K.
  • Novartis made up 0.13% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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