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Daymark Wealth Partners’s Novartis NVS Stock Holding History

Daymark 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 		$6.87M Buy
43,852
+11,051
+34% +$1.66M 0.17% 109
2026
Q1 		$5.01M Buy
32,801
+78
+0.2% +$12K 0.16% 115
2025
Q4 		$4.51M Sell
32,723
-337
-1% -$44.1K 0.14% 119
2025
Q3 		$4.24M Sell
33,060
-247
-0.7% -$30.1K 0.14% 126
2025
Q2 		$4.03M Buy
33,307
+3,709
+13% +$418K 0.15% 121
2025
Q1 		$3.3M Buy
29,598
+326
+1% +$34.7K 0.14% 124
2024
Q4 		$2.85M Buy
29,272
+1,395
+5% +$149K 0.12% 137
2024
Q3 		$3.21M Buy
27,877
+1,056
+4% +$120K 0.14% 131
2024
Q2 		$2.86M Buy
26,821
+2,544
+10% +$255K 0.13% 131
2024
Q1 		$2.35M Buy
24,277
+856
+4% +$87.8K 0.13% 120
2023
Q4 		$2.36M Buy
23,421
+1,001
+4% +$96.6K 0.15% 115
2023
Q3 		$2.28M Buy
22,420
+68
+0.3% +$6.9K 0.16% 114
2023
Q2 		$2.26M Buy
22,352
+519
+2% +$51.9K 0.17% 113
2023
Q1 		$2.01M Buy
21,833
+734
+3% +$64.1K 0.27% 81
2022
Q4 		$1.91M Buy
+21,099
New +$1.78M 0.34% 67

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Daymark Wealth Partners increased its Novartis (NVS) stake by 34% in Q2 2026, buying an estimated $1.66M and bringing the position to 43,852 shares worth $6.87M. The position accounts for 0.17% of the portfolio, ranked #109.

Daymark Wealth Partners first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Daymark Wealth Partners held 43,852 shares of Novartis worth $6.87M as of Q2 2026.
  • Daymark Wealth Partners bought 11,051 Novartis shares in Q2 2026, an estimated $1.66M.
  • Novartis made up 0.17% of Daymark Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Daymark Wealth Partners first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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