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Concord Wealth Partners’s Novartis NVS Stock Holding History

Concord Wealth Partners’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 		$198K Buy
+1,264
New +$189K 0.02% 219
2026
Q1 		– Sell
-1,287
Closed -$177K – 601
2025
Q4 		$177K Hold
1,287
– – 0.02% 203
2025
Q3 		$165K Sell
1,287
-309
-19% -$37.7K 0.02% 210
2025
Q2 		$193K Buy
1,596
+270
+20% +$30.4K 0.03% 202
2025
Q1 		$148K Sell
1,326
-72
-5% -$7.67K 0.02% 212
2024
Q4 		$136K Sell
1,398
-307
-18% -$32.7K 0.02% 222
2024
Q3 		$196K Sell
1,705
-360
-17% -$40.8K 0.03% 204
2024
Q2 		$220K Sell
2,065
-453
-18% -$45.5K 0.04% 191
2024
Q1 		$244K Buy
2,518
+576
+30% +$59.1K 0.04% 192
2023
Q4 		$196K Sell
1,942
-1,261
-39% -$122K 0.04% 197
2023
Q3 		$326K Sell
3,203
-13
-0.4% -$1.32K 0.07% 147
2023
Q2 		$325K Buy
3,216
+193
+6% +$19.3K 0.07% 142
2023
Q1 		$278K Sell
3,023
-430
-12% -$37.6K 0.08% 123
2022
Q4 		$313K Sell
3,453
-457
-12% -$38.5K 0.09% 119
2022
Q3 		$297K Buy
3,910
+90
+2% +$7.46K 0.09% 124
2022
Q2 		$323K Sell
3,820
-1,687
-31% -$148K 0.09% 128
2022
Q1 		$483K Buy
5,507
+95
+2% +$8.22K 0.13% 106
2021
Q4 		$473K Buy
5,412
+3,920
+263% +$325K 0.12% 107
2021
Q3 		$122K Sell
1,492
-1,911
-56% -$172K 0.05% 118
2021
Q2 		$310K Buy
3,403
+694
+26% +$61.8K 0.09% 96
2021
Q1 		$232K Buy
2,709
+930
+52% +$83.5K 0.08% 113
2020
Q4 		$168K Buy
+1,779
New +$155K 0.13% 84

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

Concord Wealth Partners's NVS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Novartis (NVS) in Q2 2026: 1,264 shares worth $198K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NVS as recently as Q4 2025.

Concord Wealth Partners first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. The position peaked at $483K in Q1 2022. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Concord Wealth Partners held 1,264 shares of Novartis worth $198K as of Q2 2026.
  • Novartis was a new Concord Wealth Partners position in Q2 2026.
  • Novartis made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #219 holding.
  • Concord Wealth Partners first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Novartis position peaked at $483K in Q1 2022.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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