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Cornerstone Wealth Group’s Novartis NVS Stock Holding History

Cornerstone Wealth Group’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 		$4.69M Sell
29,903
-1,283
-4% -$192K 0.28% 95
2026
Q1 		$4.61M Sell
31,186
-2,067
-6% -$317K 0.3% 94
2025
Q4 		$4.58M Buy
33,253
+457
+1% +$59.8K 0.31% 92
2025
Q3 		$4.21M Buy
32,796
+185
+0.6% +$22.6K 0.28% 92
2025
Q2 		$3.95M Buy
32,611
+1,173
+4% +$132K 0.3% 93
2025
Q1 		$3.5M Buy
31,438
+1,767
+6% +$188K 0.29% 96
2024
Q4 		$2.89M Buy
29,671
+1,549
+6% +$165K 0.24% 98
2024
Q3 		$3.23M Buy
28,122
+204
+0.7% +$23.1K 0.27% 93
2024
Q2 		$2.97M Buy
27,918
+475
+2% +$47.7K 0.26% 90
2024
Q1 		$2.65M Sell
27,443
-608
-2% -$62.3K 0.24% 94
2023
Q4 		$2.83M Sell
28,051
-19,241
-41% -$1.86M 0.41% 73
2023
Q3 		$4.82M Sell
47,292
-3,088
-6% -$313K 0.85% 31
2023
Q2 		$5.08M Sell
50,380
-1,130
-2% -$113K 0.92% 34
2023
Q1 		$4.74M Buy
51,510
+348
+0.7% +$30.4K 0.84% 38
2022
Q4 		$4.64M Buy
51,162
+826
+2% +$69.6K 0.88% 35
2022
Q3 		$3.83M Buy
+50,336
New +$4.17M 0.84% 42

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

Cornerstone Wealth Group's NVS Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Novartis (NVS) stake by 4.1% in Q2 2026, selling an estimated $192K and leaving 29,903 shares worth $4.69M. The position accounts for 0.28% of the portfolio, ranked #95.

Cornerstone Wealth Group first reported a position in NVS in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.08M in Q2 2023. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cornerstone Wealth Group held 29,903 shares of Novartis worth $4.69M as of Q2 2026.
  • Cornerstone Wealth Group sold 1,283 Novartis shares in Q2 2026, an estimated $192K.
  • Novartis made up 0.28% of Cornerstone Wealth Group's portfolio in Q2 2026, its #95 holding.
  • Cornerstone Wealth Group first reported a position in Novartis in Q3 2022 and has held it in 16 quarters since.
  • Cornerstone Wealth Group's Novartis position peaked at $5.08M in Q2 2023.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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