Elevation Wealth Partners’s Novartis NVS Stock Holding History

Elevation 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	$18.8K	Buy	+120	New	+$18K	0.01%	613
2026 Q1	–	Sell	-350	Closed	-$48.3K	–	1119
2025 Q4	$48.3K	Hold	350	–	–	0.02%	245
2025 Q3	$44.9K	Hold	350	–	–	0.02%	254
2025 Q2	$42.4K	Hold	350	–	–	0.02%	251
2025 Q1	$39K	Hold	350	–	–	0.02%	258
2024 Q4	$34.1K	Hold	350	–	–	0.01%	269
2024 Q3	$40.3K	Hold	350	–	–	0.02%	240
2024 Q2	$37.3K	Hold	350	–	–	0.02%	238
2024 Q1	$33.9K	Hold	350	–	–	0.02%	256
2023 Q4	$35.7K	Hold	350	–	–	0.02%	231
2023 Q3	$35.7K	Hold	350	–	–	0.03%	170
2023 Q2	$35.3K	Hold	350	–	–	0.03%	181
2023 Q1	$32.2K	Buy	+350	New	+$30.6K	0.03%	191

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Elevation Wealth Partners opened a new position in Novartis (NVS) in Q2 2026: 120 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in NVS as recently as Q4 2025.

Elevation Wealth Partners first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. The position peaked at $48.3K in Q4 2025. 639 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Elevation Wealth Partners held 120 shares of Novartis worth $18.8K as of Q2 2026.
Novartis was a new Elevation Wealth Partners position in Q2 2026.
Novartis made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #613 holding.
Elevation Wealth Partners first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's Novartis position peaked at $48.3K in Q4 2025.
639 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.