Bravera Wealth’s Novartis NVS Stock Holding History

Bravera 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	$268K	Hold	1,710	–	–	0.1%	80
2026 Q1	$261K	Sell	1,710 -24	-1%	-$3.68K	0.12%	86
2025 Q4	$239K	Buy	+1,734	New	+$227K	0.12%	82

Other funds holding NVS

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Bravera Wealth's NVS Position: Q2 2026 in Review

Bravera Wealth held its Novartis (NVS) position steady in Q2 2026 at 1,710 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #80.

Bravera Wealth first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Bravera Wealth held 1,710 shares of Novartis worth $268K as of Q2 2026.
Bravera Wealth left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.1% of Bravera Wealth's portfolio in Q2 2026, its #80 holding.
Bravera Wealth first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.