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Bell Investment Advisors’s Novartis NVS Stock Holding History

Bell Investment 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 		$40.6K Sell
259
-4
-2% -$600 0.01% 315
2026
Q1 		$40.2K Buy
263
+50
+23% +$7.66K 0.01% 289
2025
Q4 		$29.4K Buy
213
+113
+113% +$14.8K ﹤0.01% 346
2025
Q3 		$12.8K Sell
100
-89
-47% -$10.9K ﹤0.01% 551
2025
Q2 		$22.9K Buy
189
+16
+9% +$1.8K ﹤0.01% 390
2025
Q1 		$19.3K Sell
173
-19
-10% -$2.02K ﹤0.01% 400
2024
Q4 		$18.7K Buy
192
+20
+12% +$2.13K ﹤0.01% 406
2024
Q3 		$19.8K Hold
172
– – ﹤0.01% 406
2024
Q2 		$18.3K Buy
172
+41
+31% +$4.12K ﹤0.01% 414
2024
Q1 		$12.7K Hold
131
– – ﹤0.01% 505
2023
Q4 		$13.2K Sell
131
-3
-2% -$290 ﹤0.01% 464
2023
Q3 		$13.7K Buy
134
+23
+21% +$2.33K ﹤0.01% 399
2023
Q2 		$11.2K Buy
111
+10
+10% +$1K ﹤0.01% 472
2023
Q1 		$9.29K Buy
101
+63
+166% +$5.5K ﹤0.01% 511
2022
Q4 		$3.45K Sell
38
-25
-40% -$2.11K ﹤0.01% 999
2022
Q3 		$5K Buy
63
+7
+13% +$580 ﹤0.01% 698
2022
Q2 		$5K Buy
+56
New +$4.91K ﹤0.01% 721
2021
Q4 		$3K Sell
37
-4
-10% -$332 ﹤0.01% 1015
2021
Q3 		$3K Buy
+41
New +$3.69K ﹤0.01% 952

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

Bell Investment Advisors's NVS Position: Q2 2026 in Review

Bell Investment Advisors reduced its Novartis (NVS) stake by 1.5% in Q2 2026, selling an estimated $600 and leaving 259 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #315.

Bell Investment Advisors first reported a position in NVS in Q3 2021 and has held it in 19 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Bell Investment Advisors held 259 shares of Novartis worth $40.6K as of Q2 2026.
  • Bell Investment Advisors sold 4 Novartis shares in Q2 2026, an estimated $600.
  • Novartis made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #315 holding.
  • Bell Investment Advisors first reported a position in Novartis in Q3 2021 and has held it in 19 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.