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Drucker Wealth 3.0’s Novartis NVS Stock Holding History

Drucker Wealth 3.0’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 		$746K Sell
4,763
-249
-5% -$37.3K 0.12% 140
2026
Q1 		$766K Buy
5,012
+35
+0.7% +$5.37K 0.13% 126
2025
Q4 		$686K Sell
4,977
-29
-0.6% -$3.8K 0.12% 130
2025
Q3 		$642K Sell
5,006
-593
-11% -$72.4K 0.11% 143
2025
Q2 		$688K Sell
5,599
-1,355
-19% -$153K 0.13% 124
2025
Q1 		$775K Sell
6,954
-1,471
-17% -$157K 0.17% 85
2024
Q4 		$820K Sell
8,425
-578
-6% -$61.6K 0.19% 89
2024
Q3 		$1.04M Buy
9,003
+193
+2% +$21.9K 0.25% 80
2024
Q2 		$938K Buy
+8,810
New +$884K 0.25% 81

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Drucker Wealth 3.0's NVS Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Novartis (NVS) stake by 5% in Q2 2026, selling an estimated $37.3K and leaving 4,763 shares worth $746K. The position accounts for 0.12% of the portfolio, ranked #140.

Drucker Wealth 3.0 first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Drucker Wealth 3.0 held 4,763 shares of Novartis worth $746K as of Q2 2026.
  • Drucker Wealth 3.0 sold 249 Novartis shares in Q2 2026, an estimated $37.3K.
  • Novartis made up 0.12% of Drucker Wealth 3.0's portfolio in Q2 2026, its #140 holding.
  • Drucker Wealth 3.0 first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
  • Drucker Wealth 3.0's Novartis position peaked at $1.04M in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.