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BXM Wealth’s Novartis NVS Stock Holding History

BXM 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 		$758K Hold
4,840
– – 0.41% 60
2026
Q1 		$739K Sell
4,840
-37,977
-89% -$5.82M 0.57% 48
2025
Q4 		$676K Buy
42,817
+37,639
+727% +$4.93M 0.52% 49
2025
Q3 		$664K Buy
5,178
+253
+5% +$30.9K 0.63% 43
2025
Q2 		$596K Sell
4,925
-50
-1% -$5.64K 0.71% 45
2025
Q1 		$555K Sell
4,975
-30
-0.6% -$3.19K 0.67% 49
2024
Q4 		$487K Buy
+5,005
New +$534K 0.68% 45

Other funds holding NVS

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BXM Wealth's NVS Position: Q2 2026 in Review

BXM Wealth held its Novartis (NVS) position steady in Q2 2026 at 4,840 shares worth $758K. The position accounts for 0.41% of the portfolio, ranked #60.

BXM Wealth first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • BXM Wealth held 4,840 shares of Novartis worth $758K as of Q2 2026.
  • BXM Wealth left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.41% of BXM Wealth's portfolio in Q2 2026, its #60 holding.
  • BXM Wealth first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 520 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.