Cove Private Wealth’s Novartis NVS Stock Holding History

Cove Private Wealth’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	$449K	Buy	2,867 +1,241	+76%	+$186K	0.09%	150
2026 Q1	$248K	Buy	+1,626	New	+$249K	0.06%	167

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cove Private Wealth's NVS Position: Q2 2026 in Review

Cove Private Wealth increased its Novartis (NVS) stake by 76% in Q2 2026, buying an estimated $186K and bringing the position to 2,867 shares worth $449K. The position accounts for 0.09% of the portfolio, ranked #150.

Cove Private Wealth first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cove Private Wealth held 2,867 shares of Novartis worth $449K as of Q2 2026.
Cove Private Wealth bought 1,241 Novartis shares in Q2 2026, an estimated $186K.
Novartis made up 0.09% of Cove Private Wealth's portfolio in Q2 2026, its #150 holding.
Cove Private Wealth first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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