CWWM
NVS icon

Clear Wave Wealth Management’s Novartis NVS Stock Holding History

Clear Wave 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 		$317K Sell
2,023
-1,091
-35% -$164K 0.06% 132
2026
Q1 		$476K Buy
+3,114
New +$477K 0.1% 88

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

Clear Wave Wealth Management's NVS Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its Novartis (NVS) stake by 35% in Q2 2026, selling an estimated $164K and leaving 2,023 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #132.

Clear Wave Wealth Management first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. The position peaked at $476K in Q1 2026. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Clear Wave Wealth Management held 2,023 shares of Novartis worth $317K as of Q2 2026.
  • Clear Wave Wealth Management sold 1,091 Novartis shares in Q2 2026, an estimated $164K.
  • Novartis made up 0.06% of Clear Wave Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Clear Wave Wealth Management first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • Clear Wave Wealth Management's Novartis position peaked at $476K in Q1 2026.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.