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Buck Wealth Strategies’s Novartis NVS Stock Holding History

Buck Wealth Strategies’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 		$9.43K Buy
+60
New +$8.99K ﹤0.01% 605
2023
Q4 		– Sell
-30
Closed -$3.08K – 266
2023
Q3 		$3.08K Hold
30
– – ﹤0.01% 274
2023
Q2 		$3.05K Hold
30
– – ﹤0.01% 217
2023
Q1 		$2.78K Buy
+30
New +$2.62K ﹤0.01% 164

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

Buck Wealth Strategies's NVS Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Novartis (NVS) in Q2 2026: 60 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in NVS as recently as Q3 2023.

Buck Wealth Strategies first reported a position in NVS in Q1 2023 and has held it in 4 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Buck Wealth Strategies held 60 shares of Novartis worth $9.43K as of Q2 2026.
  • Novartis was a new Buck Wealth Strategies position in Q2 2026.
  • Novartis made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #605 holding.
  • Buck Wealth Strategies first reported a position in Novartis in Q1 2023 and has held it in 4 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.