Benchmark Financial Wealth Advisors’s Novartis NVS Stock Holding History

Benchmark Financial Wealth 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	$261K	Sell	1,667 -2	-0.1%	-$300	0.06%	119
2026 Q1	$255K	Buy	1,669 +32	+2%	+$4.91K	0.07%	113
2025 Q4	$226K	Hold	1,637	–	–	0.06%	116
2025 Q3	$210K	Buy	+1,637	New	+$200K	0.06%	117

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

Benchmark Financial Wealth Advisors's NVS Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Novartis (NVS) stake by 0.12% in Q2 2026, selling an estimated $300 and leaving 1,667 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #119.

Benchmark Financial Wealth Advisors first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Benchmark Financial Wealth Advisors held 1,667 shares of Novartis worth $261K as of Q2 2026.
Benchmark Financial Wealth Advisors sold 2 Novartis shares in Q2 2026, an estimated $300.
Novartis made up 0.06% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Benchmark Financial Wealth Advisors first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.