Beaird Harris Wealth Management’s Novartis NVS Stock Holding History

Beaird Harris 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	$12.2K	Hold	78	–	–	﹤0.01%	375
2026 Q1	$11.9K	Hold	78	–	–	﹤0.01%	352
2025 Q4	$10.8K	Hold	78	–	–	﹤0.01%	388
2025 Q3	$10K	Buy	78 +12	+18%	+$1.46K	﹤0.01%	387
2025 Q2	$7.98K	Buy	66 +25	+61%	+$2.82K	﹤0.01%	391
2025 Q1	$4.57K	Sell	41 -107	-72%	-$11.4K	﹤0.01%	391
2024 Q4	$14.4K	Sell	148 -556	-79%	-$59.3K	﹤0.01%	330
2024 Q3	$81K	Buy	704 +519	+281%	+$58.9K	0.01%	196
2024 Q2	$19.7K	Hold	185	–	–	﹤0.01%	301
2024 Q1	$17.9K	Sell	185 -115	-38%	-$11.8K	﹤0.01%	290
2023 Q4	$30.3K	Buy	300 +23	+8%	+$2.22K	﹤0.01%	224
2023 Q3	$28.2K	Sell	277 -30	-10%	-$3.04K	﹤0.01%	206
2023 Q2	$31K	Hold	307	–	–	﹤0.01%	198
2023 Q1	$28.2K	Hold	307	–	–	0.01%	204
2022 Q4	$27.9K	Hold	307	–	–	0.01%	222
2022 Q3	$23K	Buy	307 +37	+14%	+$3.07K	0.01%	225
2022 Q2	$23K	Buy	270 +223	+474%	+$19.6K	0.01%	195
2022 Q1	$4K	Hold	47	–	–	﹤0.01%	455
2021 Q4	$4K	Buy	+47	New	+$3.9K	﹤0.01%	498

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

Beaird Harris Wealth Management's NVS Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 78 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Beaird Harris Wealth Management first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. The position peaked at $81K in Q3 2024. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Beaird Harris Wealth Management held 78 shares of Novartis worth $12.2K as of Q2 2026.
Beaird Harris Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #375 holding.
Beaird Harris Wealth Management first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Novartis position peaked at $81K in Q3 2024.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.