Diversify Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Diversify Wealth Management's NVS Position: Q2 2026 in Review
Diversify Wealth Management increased its Novartis (NVS) stake by 155% in Q2 2026, buying an estimated $1.83M and bringing the position to 20,054 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #279.
Diversify Wealth Management first reported a position in NVS in Q3 2024 and has held it in 4 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Diversify Wealth Management held 20,054 shares of Novartis worth $3.13M as of Q2 2026.
- Diversify Wealth Management bought 12,198 Novartis shares in Q2 2026, an estimated $1.83M.
- Novartis made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #279 holding.
- Diversify Wealth Management first reported a position in Novartis in Q3 2024 and has held it in 4 quarters since.
- 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.