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Calamos Wealth Management’s Novartis NVS Stock Holding History

Calamos 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 		$768K Buy
4,898
+825
+20% +$124K 0.02% 252
2026
Q1 		$622K Sell
4,073
-573
-12% -$87.8K 0.02% 271
2025
Q4 		$641K Buy
4,646
+24
+0.5% +$3.14K 0.02% 246
2025
Q3 		$593K Buy
4,622
+2,054
+80% +$251K 0.02% 242
2025
Q2 		$311K Buy
2,568
+716
+39% +$80.7K 0.01% 284
2025
Q1 		$206K Buy
+1,852
New +$197K 0.01% 298
2024
Q4 		– Sell
-7,228
Closed -$831K – 342
2024
Q3 		$831K Buy
+7,228
New +$820K 0.04% 168

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Calamos Wealth Management increased its Novartis (NVS) stake by 20% in Q2 2026, buying an estimated $124K and bringing the position to 4,898 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #252.

Calamos Wealth Management first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. The position peaked at $831K in Q3 2024. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Calamos Wealth Management held 4,898 shares of Novartis worth $768K as of Q2 2026.
  • Calamos Wealth Management bought 825 Novartis shares in Q2 2026, an estimated $124K.
  • Novartis made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Calamos Wealth Management first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
  • Calamos Wealth Management's Novartis position peaked at $831K in Q3 2024.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.