Blake Schutter Theil Wealth Advisors’s Novartis NVS Stock Holding History

Blake Schutter Theil 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	$472K	Hold	3,011	–	–	0.32%	69
2026 Q1	$460K	Hold	3,011	–	–	0.37%	68
2025 Q4	$415K	Hold	3,011	–	–	0.34%	72
2025 Q3	$386K	Hold	3,011	–	–	0.38%	72
2025 Q2	$364K	Hold	3,011	–	–	0.41%	68
2025 Q1	$336K	Sell	3,011 -352	-10%	-$37.5K	0.38%	81
2024 Q4	$327K	Sell	3,363 -14	-0.4%	-$1.49K	0.35%	83
2024 Q3	$388K	Buy	+3,377	New	+$383K	0.28%	103

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

Blake Schutter Theil Wealth Advisors's NVS Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Novartis (NVS) position steady in Q2 2026 at 3,011 shares worth $472K. The position accounts for 0.32% of the portfolio, ranked #69.

Blake Schutter Theil Wealth Advisors first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 3,011 shares of Novartis worth $472K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.32% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.