CWA Asset Management Group’s Novartis NVS Stock Holding History

CWA Asset Management 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	$4.56M	Buy	29,083 +2,039	+8%	+$306K	0.14%	164
2026 Q1	$4.13M	Sell	27,044 -169	-0.6%	-$25.9K	0.14%	152
2025 Q4	$3.75M	Buy	27,213 +16,409	+152%	+$2.15M	0.14%	148
2025 Q3	$1.39M	Buy	10,804 +56	+0.5%	+$6.83K	0.05%	299
2025 Q2	$1.3M	Sell	10,748 -26,898	-71%	-$3.03M	0.05%	286
2025 Q1	$4.2M	Buy	37,646 +6,806	+22%	+$725K	0.2%	113
2024 Q4	$3M	Buy	30,840 +5,164	+20%	+$551K	0.15%	131
2024 Q3	$2.95M	Buy	+25,676	New	+$2.91M	0.16%	120
2024 Q1	$1.79M	Buy	18,485 +10,457	+130%	+$1.07M	0.11%	151
2023 Q4	$811K	Buy	+8,028	New	+$775K	0.06%	186
2021 Q1	–	Sell	-25,839	Closed	-$2.44M	–	290
2020 Q4	$2.44M	Buy	25,839 +890	+4%	+$77.8K	0.26%	93
2020 Q3	$2.17M	Buy	24,949 +2,933	+13%	+$254K	0.29%	73
2020 Q2	$1.92M	Sell	22,016 -1,232	-5%	-$106K	0.34%	63
2020 Q1	$1.92M	Sell	23,248 -1,204	-5%	-$107K	0.37%	67
2019 Q4	$2.31M	Sell	24,452 -56	-0.2%	-$5.03K	0.37%	71
2019 Q3	$2.13M	Buy	24,508 +3,914	+19%	+$351K	0.34%	73
2019 Q2	$1.88M	Buy	20,594 +333	+2%	+$28.2K	0.32%	75
2019 Q1	$1.75M	Buy	20,261 +13,301	+191%	+$1.07M	0.34%	76
2018 Q4	$535K	Buy	+6,960	New	+$542K	0.12%	108

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

CWA Asset Management Group's NVS Position: Q2 2026 in Review

CWA Asset Management Group increased its Novartis (NVS) stake by 7.5% in Q2 2026, buying an estimated $306K and bringing the position to 29,083 shares worth $4.56M. The position accounts for 0.14% of the portfolio, ranked #164.

CWA Asset Management Group first reported a position in NVS in Q4 2018 and has held it in 19 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

CWA Asset Management Group held 29,083 shares of Novartis worth $4.56M as of Q2 2026.
CWA Asset Management Group bought 2,039 Novartis shares in Q2 2026, an estimated $306K.
Novartis made up 0.14% of CWA Asset Management Group's portfolio in Q2 2026, its #164 holding.
CWA Asset Management Group first reported a position in Novartis in Q4 2018 and has held it in 19 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.