CWP
NVS icon

Cyndeo Wealth Partners’s Novartis NVS Stock Holding History

Cyndeo Wealth Partners’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 		$704K Sell
4,490
-156
-3% -$23.4K 0.03% 304
2026
Q1 		$710K Buy
4,646
+155
+3% +$23.8K 0.04% 276
2025
Q4 		$619K Buy
4,491
+10
+0.2% +$1.31K 0.03% 294
2025
Q3 		$575K Sell
4,481
-112
-2% -$13.7K 0.03% 292
2025
Q2 		$556K Sell
4,593
-27
-0.6% -$3.04K 0.03% 294
2025
Q1 		$515K Sell
4,620
-105
-2% -$11.2K 0.03% 292
2024
Q4 		$460K Buy
4,725
+123
+3% +$13.1K 0.03% 306
2024
Q3 		$529K Sell
4,602
-234
-5% -$26.6K 0.04% 289
2024
Q2 		$515K Sell
4,836
-1,113
-19% -$112K 0.04% 274
2024
Q1 		$575K Sell
5,949
-22
-0.4% -$2.26K 0.05% 247
2023
Q4 		$603K Sell
5,971
-7
-0.1% -$676 0.06% 229
2023
Q3 		$609K Sell
5,978
-60
-1% -$6.09K 0.06% 210
2023
Q2 		$609K Sell
6,038
-456
-7% -$45.6K 0.06% 201
2023
Q1 		$597K Sell
6,494
-1,100
-14% -$96.1K 0.06% 203
2022
Q4 		$689K Buy
+7,594
New +$640K 0.08% 189

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cyndeo Wealth Partners's NVS Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Novartis (NVS) stake by 3.4% in Q2 2026, selling an estimated $23.4K and leaving 4,490 shares worth $704K. The position accounts for 0.03% of the portfolio, ranked #304.

Cyndeo Wealth Partners first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. The position peaked at $710K in Q1 2026. 366 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cyndeo Wealth Partners held 4,490 shares of Novartis worth $704K as of Q2 2026.
  • Cyndeo Wealth Partners sold 156 Novartis shares in Q2 2026, an estimated $23.4K.
  • Novartis made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #304 holding.
  • Cyndeo Wealth Partners first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Novartis position peaked at $710K in Q1 2026.
  • 366 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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