BOK Financial Private Wealth’s Novartis NVS Stock Holding History

BOK Financial 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	$28.7K	Buy	183 +179	+4,475%	+$26.8K	﹤0.01%	323
2026 Q1	$611	Buy	+4	New	+$613	﹤0.01%	418
2025 Q1	–	Sell	-20	Closed	-$1.95K	–	613
2024 Q4	$1.95K	Sell	20 -181	-90%	-$19.3K	﹤0.01%	448
2024 Q3	$23.1K	Hold	201	–	–	﹤0.01%	332
2024 Q2	$21.4K	Hold	201	–	–	﹤0.01%	332
2024 Q1	$20.2K	Hold	201	–	–	﹤0.01%	326
2023 Q4	$20.3K	Buy	201 +200	+20,000%	+$19.3K	﹤0.01%	315
2023 Q3	$102	Hold	1	–	–	﹤0.01%	379
2023 Q2	$101	Hold	1	–	–	﹤0.01%	356
2023 Q1	$92	Hold	1	–	–	﹤0.01%	466
2022 Q4	$91	Hold	1	–	–	﹤0.01%	361
2022 Q3	$0	Hold	1	–	–	﹤0.01%	379
2022 Q2	$0	Buy	+1	New	+$88	﹤0.01%	429

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

BOK Financial Private Wealth's NVS Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Novartis (NVS) stake by 4,475% in Q2 2026, buying an estimated $26.8K and bringing the position to 183 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

BOK Financial Private Wealth first reported a position in NVS in Q2 2022 and has held it in 13 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

BOK Financial Private Wealth held 183 shares of Novartis worth $28.7K as of Q2 2026.
BOK Financial Private Wealth bought 179 Novartis shares in Q2 2026, an estimated $26.8K.
Novartis made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #323 holding.
BOK Financial Private Wealth first reported a position in Novartis in Q2 2022 and has held it in 13 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.