Crux Wealth Advisors’s Novartis NVS Stock Holding History

Crux Wealth Advisors’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	$1.41M	Sell	8,973 -540	-6%	-$81K	0.49%	62
2026 Q1	$1.45M	Sell	9,513 -1,216	-11%	-$186K	0.56%	58
2025 Q4	$1.48M	Sell	10,729 -46	-0.4%	-$6.02K	0.55%	57
2025 Q3	$1.38M	Buy	10,775 +629	+6%	+$76.8K	0.55%	57
2025 Q2	$1.23M	Buy	10,146 +3,218	+46%	+$363K	0.52%	57
2025 Q1	$772K	Buy	6,928 +2,796	+68%	+$298K	0.4%	79
2024 Q4	$402K	Buy	+4,132	New	+$441K	0.22%	109

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

Crux Wealth Advisors's NVS Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Novartis (NVS) stake by 5.7% in Q2 2026, selling an estimated $81K and leaving 8,973 shares worth $1.41M. The position accounts for 0.49% of the portfolio, ranked #62.

Crux Wealth Advisors first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2025. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Crux Wealth Advisors held 8,973 shares of Novartis worth $1.41M as of Q2 2026.
Crux Wealth Advisors sold 540 Novartis shares in Q2 2026, an estimated $81K.
Novartis made up 0.49% of Crux Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Crux Wealth Advisors first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Novartis position peaked at $1.48M in Q4 2025.
1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.