Bullock Wealth Management’s Novartis NVS Stock Holding History

Bullock 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	$104K	Sell	673 -20	-3%	-$3K	0.05%	219
2026 Q1	$107K	Hold	693	–	–	0.05%	213
2025 Q4	$95.5K	Hold	693	–	–	0.05%	212
2025 Q3	$91.3K	Hold	693	–	–	0.05%	215
2025 Q2	$85.3K	Sell	693 -35	-5%	-$3.94K	0.05%	203
2025 Q1	$79.8K	Sell	728 -241	-25%	-$25.7K	0.04%	205
2024 Q4	$94.3K	Sell	969 -17	-2%	-$1.81K	0.06%	200
2024 Q3	$113K	Hold	986	–	–	0.07%	181
2024 Q2	$105K	Sell	986 -190	-16%	-$19.1K	0.07%	180
2024 Q1	$113K	Buy	+1,176	New	+$121K	0.08%	178

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

Bullock Wealth Management's NVS Position: Q2 2026 in Review

Bullock Wealth Management reduced its Novartis (NVS) stake by 2.9% in Q2 2026, selling an estimated $3K and leaving 673 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #219.

Bullock Wealth Management first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. The position peaked at $113K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Bullock Wealth Management held 673 shares of Novartis worth $104K as of Q2 2026.
Bullock Wealth Management sold 20 Novartis shares in Q2 2026, an estimated $3K.
Novartis made up 0.05% of Bullock Wealth Management's portfolio in Q2 2026, its #219 holding.
Bullock Wealth Management first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Novartis position peaked at $113K in Q3 2024.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.