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BSW Wealth Partners’s Novartis NVS Stock Holding History

BSW Wealth Partners’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 		$407K Sell
2,595
-177
-6% -$26.5K 0.05% 203
2026
Q1 		$423K Sell
2,772
-371
-12% -$56.9K 0.05% 199
2025
Q4 		$433K Buy
3,143
+135
+4% +$17.7K 0.05% 196
2025
Q3 		$386K Sell
3,008
-478
-14% -$58.3K 0.05% 210
2025
Q2 		$422K Sell
3,486
-114
-3% -$12.8K 0.06% 191
2025
Q1 		$401K Sell
3,600
-3,569
-50% -$380K 0.06% 191
2024
Q4 		$698K Sell
7,169
-558
-7% -$59.5K 0.1% 119
2024
Q3 		$889K Buy
7,727
+637
+9% +$72.3K 0.13% 88
2024
Q2 		$755K Sell
7,090
-486
-6% -$48.8K 0.12% 98
2024
Q1 		$733K Sell
7,576
-795
-9% -$81.5K 0.12% 98
2023
Q4 		$845K Buy
8,371
+1,456
+21% +$141K 0.17% 81
2023
Q3 		$704K Sell
6,915
-121
-2% -$12.3K 0.16% 82
2023
Q2 		$710K Sell
7,036
-125
-2% -$12.5K 0.15% 88
2023
Q1 		$659K Sell
7,161
-1,819
-20% -$159K 0.14% 111
2022
Q4 		$815K Buy
8,980
+1,235
+16% +$104K 0.18% 80
2022
Q3 		$589K Sell
7,745
-781
-9% -$64.7K 0.14% 94
2022
Q2 		$721K Buy
8,526
+172
+2% +$15.1K 0.17% 83
2022
Q1 		$733K Buy
8,354
+2,617
+46% +$227K 0.19% 86
2021
Q4 		$502K Sell
5,737
-1,624
-22% -$135K 0.13% 121
2021
Q3 		$602K Buy
7,361
+4,010
+120% +$361K 0.17% 86
2021
Q2 		$306K Buy
+3,351
New +$298K 0.08% 170
2017
Q4 		– Sell
-2,850
Closed -$219K – 95
2017
Q3 		$219K Buy
2,850
+165
+6% +$12.5K 0.1% 76
2017
Q2 		$201K Buy
+2,685
New +$190K 0.09% 81
2015
Q4 		– Sell
-2,911
Closed -$240K – 68
2015
Q3 		$240K Buy
+2,911
New +$259K 0.14% 54

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BSW Wealth Partners's NVS Position: Q2 2026 in Review

BSW Wealth Partners reduced its Novartis (NVS) stake by 6.4% in Q2 2026, selling an estimated $26.5K and leaving 2,595 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #203.

BSW Wealth Partners first reported a position in NVS in Q3 2015 and has held it in 24 quarters since. The position peaked at $889K in Q3 2024. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • BSW Wealth Partners held 2,595 shares of Novartis worth $407K as of Q2 2026.
  • BSW Wealth Partners sold 177 Novartis shares in Q2 2026, an estimated $26.5K.
  • Novartis made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #203 holding.
  • BSW Wealth Partners first reported a position in Novartis in Q3 2015 and has held it in 24 quarters since.
  • BSW Wealth Partners's Novartis position peaked at $889K in Q3 2024.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.