Dynasty Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Dynasty Wealth Management's NVS Position: Q2 2026 in Review
Dynasty Wealth Management reduced its Novartis (NVS) stake by 3.5% in Q2 2026, selling an estimated $63K and leaving 11,695 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #139.
Dynasty Wealth Management first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.85M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Dynasty Wealth Management held 11,695 shares of Novartis worth $1.83M as of Q2 2026.
- Dynasty Wealth Management sold 420 Novartis shares in Q2 2026, an estimated $63K.
- Novartis made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #139 holding.
- Dynasty Wealth Management first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
- Dynasty Wealth Management's Novartis position peaked at $1.85M in Q1 2026.
- 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.