Drive Wealth Management’s Novartis NVS Stock Holding History

Drive Wealth Management’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	$385K	Sell	2,459 -42	-2%	-$6.3K	0.07%	247
2026 Q1	$382K	Buy	2,501 +20	+0.8%	+$3.07K	0.08%	203
2025 Q4	$342K	Buy	+2,481	New	+$325K	0.07%	233
2024 Q1	–	Sell	-2,294	Closed	-$232K	–	336
2023 Q4	$232K	Sell	2,294 -1,229	-35%	-$119K	0.07%	249
2023 Q3	$359K	Sell	3,523 -904	-20%	-$91.8K	0.13%	148
2023 Q2	$447K	Sell	4,427 -410	-8%	-$41K	0.17%	124
2023 Q1	$445K	Sell	4,837 -448	-8%	-$39.1K	0.19%	132
2022 Q4	$480K	Buy	+5,285	New	+$445K	0.24%	100

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

Drive Wealth Management's NVS Position: Q2 2026 in Review

Drive Wealth Management reduced its Novartis (NVS) stake by 1.7% in Q2 2026, selling an estimated $6.3K and leaving 2,459 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #247.

Drive Wealth Management first reported a position in NVS in Q4 2022 and has held it in 8 quarters since. The position peaked at $480K in Q4 2022. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Drive Wealth Management held 2,459 shares of Novartis worth $385K as of Q2 2026.
Drive Wealth Management sold 42 Novartis shares in Q2 2026, an estimated $6.3K.
Novartis made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #247 holding.
Drive Wealth Management first reported a position in Novartis in Q4 2022 and has held it in 8 quarters since.
Drive Wealth Management's Novartis position peaked at $480K in Q4 2022.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.