Bradley & Co Private Wealth Management’s Novartis NVS Stock Holding History

Bradley & Co Private Wealth Management’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	$7.05K	Hold	45	–	–	﹤0.01%	152
2026 Q1	$6.87K	Hold	45	–	–	﹤0.01%	146
2025 Q4	$6.2K	Hold	45	–	–	﹤0.01%	147
2025 Q3	$5.77K	Buy	+45	New	+$5.49K	﹤0.01%	142

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

Bradley & Co Private Wealth Management's NVS Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 45 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Bradley & Co Private Wealth Management first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Bradley & Co Private Wealth Management held 45 shares of Novartis worth $7.05K as of Q2 2026.
Bradley & Co Private Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #152 holding.
Bradley & Co Private Wealth Management first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.