Dakota Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $606K | Sell |
3,867
-40
| -1% | -$6K | 0.01% | 542 |
|
|
2026
Q1 | $597K | Sell |
3,907
-783
| -17% | -$120K | 0.01% | 510 |
|
|
2025
Q4 | $647K | Buy |
4,690
+214
| +5% | +$28K | 0.01% | 495 |
|
|
2025
Q3 | $574K | Sell |
4,476
-1,573
| -26% | -$192K | 0.01% | 454 |
|
|
2025
Q2 | $732K | Sell |
6,049
-3
| -0% | -$338 | 0.02% | 442 |
|
|
2025
Q1 | $675K | Sell |
6,052
-293
| -5% | -$31.2K | 0.02% | 454 |
|
|
2024
Q4 | $617K | Sell |
6,345
-169
| -3% | -$18K | 0.01% | 465 |
|
|
2024
Q3 | $749K | Buy |
6,514
+68
| +1% | +$7.72K | 0.02% | 425 |
|
|
2024
Q2 | $686K | Sell |
6,446
-141
| -2% | -$14.2K | 0.02% | 444 |
|
|
2024
Q1 | $637K | Sell |
6,587
-1,718
| -21% | -$176K | 0.02% | 461 |
|
|
2023
Q4 | $839K | Sell |
8,305
-131
| -2% | -$12.6K | 0.03% | 339 |
|
|
2023
Q3 | $859K | Buy |
8,436
+1,404
| +20% | +$143K | 0.04% | 310 |
|
|
2023
Q2 | $710K | Sell |
7,032
-111
| -2% | -$11.1K | 0.03% | 315 |
|
|
2023
Q1 | $657K | Sell |
7,143
-382
| -5% | -$33.4K | 0.04% | 303 |
|
|
2022
Q4 | $683K | Sell |
7,525
-130
| -2% | -$10.9K | 0.05% | 293 |
|
|
2022
Q3 | $582K | Buy |
7,655
+1,285
| +20% | +$107K | 0.05% | 313 |
|
|
2022
Q2 | $538K | Buy |
6,370
+1,501
| +31% | +$132K | 0.05% | 269 |
|
|
2022
Q1 | $427K | Buy |
4,869
+185
| +4% | +$16K | 0.03% | 312 |
|
|
2021
Q4 | $410K | Sell |
4,684
-249
| -5% | -$20.7K | 0.04% | 268 |
|
|
2021
Q3 | $403K | Sell |
4,933
-10
| -0.2% | -$900 | 0.05% | 258 |
|
|
2021
Q2 | $451K | Buy |
4,943
+332
| +7% | +$29.6K | 0.05% | 231 |
|
|
2021
Q1 | $394K | Buy |
4,611
+10
| +0.2% | +$897 | 0.05% | 237 |
|
|
2020
Q4 | $434K | Sell |
4,601
-154
| -3% | -$13.5K | 0.06% | 218 |
|
|
2020
Q3 | $414K | Buy |
4,755
+104
| +2% | +$9.01K | 0.07% | 197 |
|
|
2020
Q2 | $406K | Hold |
4,651
| – | – | 0.07% | 186 |
|
|
2020
Q1 | $383K | Sell |
4,651
-75
| -2% | -$6.69K | 0.08% | 171 |
|
|
2019
Q4 | $448K | Sell |
4,726
-90
| -2% | -$8.08K | 0.07% | 206 |
|
|
2019
Q3 | $419K | Buy |
4,816
+196
| +4% | +$17.6K | 0.07% | 200 |
|
|
2019
Q2 | $421K | Sell |
4,620
-716
| -13% | -$60.6K | 0.08% | 192 |
|
|
2019
Q1 | $461K | Buy |
5,336
+119
| +2% | +$9.55K | 0.09% | 185 |
|
|
2018
Q4 | $402K | Sell |
5,217
-34
| -0.6% | -$2.65K | 0.09% | 179 |
|
|
2018
Q3 | $406K | Sell |
5,251
-323
| -6% | -$23.9K | 0.09% | 175 |
|
|
2018
Q2 | $378K | Buy |
+5,574
| New | +$385K | 0.11% | 145 |
|
Other funds holding NVS
Dakota Wealth Management's NVS Position: Q2 2026 in Review
Dakota Wealth Management reduced its Novartis (NVS) stake by 1% in Q2 2026, selling an estimated $6K and leaving 3,867 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #542.
Dakota Wealth Management first reported a position in NVS in Q2 2018 and has held it in 33 quarters since. The position peaked at $859K in Q3 2023. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Dakota Wealth Management held 3,867 shares of Novartis worth $606K as of Q2 2026.
- Dakota Wealth Management sold 40 Novartis shares in Q2 2026, an estimated $6K.
- Novartis made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #542 holding.
- Dakota Wealth Management first reported a position in Novartis in Q2 2018 and has held it in 33 quarters since.
- Dakota Wealth Management's Novartis position peaked at $859K in Q3 2023.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.