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Beacon Pointe Advisors’s Novartis NVS Stock Holding History

Beacon Pointe Advisors’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 		$13.2M Sell
84,234
-283
-0.3% -$42.4K 0.06% 280
2026
Q1 		$12.9M Buy
84,517
+17,935
+27% +$2.75M 0.07% 260
2025
Q4 		$9.18M Buy
66,582
+2,801
+4% +$367K 0.06% 271
2025
Q3 		$8.18M Buy
63,781
+2,676
+4% +$327K 0.07% 263
2025
Q2 		$7.39M Buy
61,105
+2,638
+5% +$297K 0.08% 229
2025
Q1 		$6.52M Buy
58,467
+14,626
+33% +$1.56M 0.07% 245
2024
Q4 		$4.27M Sell
43,841
-4,117
-9% -$439K 0.05% 313
2024
Q3 		$5.52M Buy
47,958
+2,035
+4% +$231K 0.06% 268
2024
Q2 		$4.89M Buy
45,923
+1,209
+3% +$121K 0.06% 281
2024
Q1 		$4.33M Buy
44,714
+8,085
+22% +$829K 0.05% 320
2023
Q4 		$3.7M Buy
36,629
+4,304
+13% +$415K 0.04% 350
2023
Q3 		$3.29M Buy
32,325
+21,231
+191% +$2.16M 0.04% 358
2023
Q2 		$1.12M Buy
11,094
+2,053
+23% +$205K 0.02% 507
2023
Q1 		$832K Sell
9,041
-5,835
-39% -$510K 0.01% 594
2022
Q4 		$1.35M Sell
14,876
-131
-0.9% -$11K 0.03% 443
2022
Q3 		$1.14M Sell
15,007
-2,729
-15% -$226K 0.03% 437
2022
Q2 		$1.5M Sell
17,736
-14,535
-45% -$1.28M 0.03% 383
2022
Q1 		$2.83M Buy
32,271
+19,561
+154% +$1.69M 0.04% 373
2021
Q4 		$1.11M Sell
12,710
-653
-5% -$54.2K 0.03% 364
2021
Q3 		$1.09M Sell
13,363
-804
-6% -$72.3K 0.03% 394
2021
Q2 		$1.29M Buy
14,167
+7,596
+116% +$676K 0.05% 290
2021
Q1 		$563K Sell
6,571
-6,462
-50% -$580K 0.03% 278
2020
Q4 		$1.23M Buy
13,033
+1,889
+17% +$165K 0.08% 177
2020
Q3 		$969K Sell
11,144
-1,455
-12% -$126K 0.09% 168
2020
Q2 		$1.1M Buy
12,599
+2,562
+26% +$221K 0.11% 154
2020
Q1 		$826K Buy
+10,037
New +$896K 0.13% 141

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Pointe Advisors's NVS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Novartis (NVS) stake by 0.33% in Q2 2026, selling an estimated $42.4K and leaving 84,234 shares worth $13.2M. The position accounts for 0.06% of the portfolio, ranked #280.

Beacon Pointe Advisors first reported a position in NVS in Q1 2020 and has held it in 26 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Beacon Pointe Advisors held 84,234 shares of Novartis worth $13.2M as of Q2 2026.
  • Beacon Pointe Advisors sold 283 Novartis shares in Q2 2026, an estimated $42.4K.
  • Novartis made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #280 holding.
  • Beacon Pointe Advisors first reported a position in Novartis in Q1 2020 and has held it in 26 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.