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Beverly Hills Private Wealth’s Novartis NVS Stock Holding History

Beverly Hills Private Wealth’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 		$407K Sell
2,596
-5,275
-67% -$791K 0.08% 168
2026
Q1 		$1.2M Buy
7,871
+410
+5% +$62.8K 0.2% 119
2025
Q4 		$1.03M Sell
7,461
-680
-8% -$89K 0.18% 124
2025
Q3 		$1.04M Sell
8,141
-421
-5% -$51.4K 0.18% 122
2025
Q2 		$1.04M Sell
8,562
-125
-1% -$14.1K 0.19% 125
2025
Q1 		$968K Sell
8,687
-1,082
-11% -$115K 0.19% 125
2024
Q4 		$951K Sell
9,769
-899
-8% -$95.9K 0.19% 121
2024
Q3 		$1.23M Sell
10,668
-1,676
-14% -$190K 0.25% 108
2024
Q2 		$1.31M Sell
12,344
-1,306
-10% -$131K 0.29% 94
2024
Q1 		$1.32M Sell
13,650
-1,098
-7% -$113K 0.3% 86
2023
Q4 		$1.49M Sell
14,748
-994
-6% -$95.9K 0.39% 77
2023
Q3 		$1.6M Sell
15,742
-16,680
-51% -$1.69M 0.48% 59
2023
Q2 		$3.3M Buy
32,422
+15,978
+97% +$1.6M 0.54% 58
2023
Q1 		$1.51M Buy
16,444
+5,272
+47% +$460K 0.47% 60
2022
Q4 		$1.01M Buy
+11,172
New +$941K 0.44% 68

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

Beverly Hills Private Wealth's NVS Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Novartis (NVS) stake by 67% in Q2 2026, selling an estimated $791K and leaving 2,596 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #168.

Beverly Hills Private Wealth first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.3M in Q2 2023. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Beverly Hills Private Wealth held 2,596 shares of Novartis worth $407K as of Q2 2026.
  • Beverly Hills Private Wealth sold 5,275 Novartis shares in Q2 2026, an estimated $791K.
  • Novartis made up 0.08% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #168 holding.
  • Beverly Hills Private Wealth first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Novartis position peaked at $3.3M in Q2 2023.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.