Destiny Wealth Partners’s Novartis NVS Stock Holding History

Destiny 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	–	Sell	-648	Closed	-$99K	–	791
2026 Q1	$99K	Buy	+648	New	+$99.3K	0.01%	342
2023 Q1	–	Sell	-303	Closed	-$27.5K	–	477
2022 Q4	$27.5K	Buy	303 +86	+40%	+$7.24K	0.01%	365
2022 Q3	$16K	Hold	217	–	–	﹤0.01%	381
2022 Q2	$18K	Buy	217 +75	+53%	+$6.58K	﹤0.01%	370
2022 Q1	$12K	Hold	142	–	–	﹤0.01%	417
2021 Q4	$12K	Hold	142	–	–	﹤0.01%	428
2021 Q3	$12K	Buy	+142	New	+$12.8K	﹤0.01%	409
2021 Q1	–	Sell	-142	Closed	-$13K	–	563
2020 Q4	$13K	Buy	+142	New	+$12.4K	﹤0.01%	392

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

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

Destiny Wealth Partners sold out of Novartis (NVS) in Q2 2026, closing a stake of 648 shares — an estimated $99K sold.

Destiny Wealth Partners first reported a position in NVS in Q4 2020 and held it in 8 quarters. The position peaked at $99K in Q1 2026. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Destiny Wealth Partners reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 648 Novartis shares in Q2 2026, an estimated $99K.
Destiny Wealth Partners first reported a position in Novartis in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Novartis position peaked at $99K in Q1 2026.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.