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BIP Wealth’s Novartis NVS Stock Holding History

BIP 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 		$459K Buy
2,929
+915
+45% +$137K 0.01% 384
2026
Q1 		$308K Sell
2,014
-166
-8% -$25.4K 0.01% 366
2025
Q4 		$301K Sell
2,180
-34
-2% -$4.45K 0.01% 367
2025
Q3 		$284K Buy
+2,214
New +$270K 0.01% 247

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

BIP Wealth's NVS Position: Q2 2026 in Review

BIP Wealth increased its Novartis (NVS) stake by 45% in Q2 2026, buying an estimated $137K and bringing the position to 2,929 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #384.

BIP Wealth first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • BIP Wealth held 2,929 shares of Novartis worth $459K as of Q2 2026.
  • BIP Wealth bought 915 Novartis shares in Q2 2026, an estimated $137K.
  • Novartis made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #384 holding.
  • BIP Wealth first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.