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Cordatus Wealth Management’s Novartis NVS Stock Holding History

Cordatus 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 		$720K Buy
4,593
+52
+1% +$7.79K 0.16% 102
2026
Q1 		$694K Sell
4,541
-733
-14% -$112K 0.17% 102
2025
Q4 		$727K Sell
5,274
-216
-4% -$28.3K 0.17% 97
2025
Q3 		$704K Buy
5,490
+14
+0.3% +$1.71K 0.17% 97
2025
Q2 		$663K Sell
5,476
-68
-1% -$7.66K 0.16% 98
2025
Q1 		$618K Buy
5,544
+358
+7% +$38.1K 0.17% 93
2024
Q4 		$505K Buy
5,186
+21
+0.4% +$2.24K 0.13% 106
2024
Q3 		$594K Hold
5,165
– – 0.21% 74
2024
Q2 		$550K Sell
5,165
-2
-0% -$201 0.21% 76
2024
Q1 		$500K Buy
5,167
+258
+5% +$26.5K 0.36% 38
2023
Q4 		$496K Sell
4,909
-223
-4% -$21.5K 0.41% 36
2023
Q3 		$523K Sell
5,132
-473
-8% -$48K 0.48% 36
2023
Q2 		$566K Buy
+5,605
New +$561K 0.21% 81
2022
Q1 		– Sell
-6,628
Closed -$580K – 185
2021
Q4 		$580K Sell
6,628
-5,797
-47% -$481K 0.17% 128
2021
Q3 		$1.02M Buy
+12,425
New +$1.12M 0.78% 45
2021
Q1 		$1.03M Buy
12,006
+225
+2% +$20.2K 0.39% 98
2020
Q4 		$1.11M Buy
11,781
+29
+0.2% +$2.53K 0.47% 81
2020
Q3 		$1.02M Sell
11,752
-9
-0.1% -$780 0.49% 76
2020
Q2 		$1.03M Buy
11,761
+104
+0.9% +$8.98K 0.57% 62
2020
Q1 		$961K Buy
11,657
+2,978
+34% +$266K 0.69% 59
2019
Q4 		$822K Buy
8,679
+1,186
+16% +$106K 0.41% 90
2019
Q3 		$651K Buy
7,493
+602
+9% +$54.1K 0.34% 93
2019
Q2 		$629K Sell
6,891
-627
-8% -$53.1K 0.37% 88
2019
Q1 		$648K Buy
7,518
+522
+7% +$41.9K 0.36% 87
2018
Q4 		$538K Buy
+6,996
New +$545K 0.38% 66

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

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

Cordatus Wealth Management increased its Novartis (NVS) stake by 1.1% in Q2 2026, buying an estimated $7.79K and bringing the position to 4,593 shares worth $720K. The position accounts for 0.16% of the portfolio, ranked #102.

Cordatus Wealth Management first reported a position in NVS in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.11M in Q4 2020. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cordatus Wealth Management held 4,593 shares of Novartis worth $720K as of Q2 2026.
  • Cordatus Wealth Management bought 52 Novartis shares in Q2 2026, an estimated $7.79K.
  • Novartis made up 0.16% of Cordatus Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Cordatus Wealth Management first reported a position in Novartis in Q4 2018 and has held it in 25 quarters since.
  • Cordatus Wealth Management's Novartis position peaked at $1.11M in Q4 2020.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.