Elk River Wealth Management’s Novartis NVS Stock Holding History

Elk River 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	$323K	Hold	2,060	–	–	0.05%	92
2026 Q1	$315K	Hold	2,060	–	–	0.05%	87
2025 Q4	$284K	Hold	2,060	–	–	0.05%	90
2025 Q3	$264K	Hold	2,060	–	–	0.04%	91
2025 Q2	$249K	Hold	2,060	–	–	0.04%	88
2025 Q1	$238K	Hold	2,060	–	–	0.04%	89
2024 Q4	$200K	Hold	2,060	–	–	0.04%	97
2024 Q3	$237K	Hold	2,060	–	–	0.04%	90
2024 Q2	$219K	Hold	2,060	–	–	0.04%	86
2024 Q1	$207K	Hold	2,060	–	–	0.04%	93
2023 Q4	$208K	Hold	2,060	–	–	0.04%	107
2023 Q3	$210K	Hold	2,060	–	–	0.05%	100
2023 Q2	$208K	Buy	+2,060	New	+$206K	0.04%	107
2021 Q1	–	Sell	-2,184	Closed	-$206K	–	126
2020 Q4	$206K	Buy	+2,184	New	+$191K	0.07%	114

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

Elk River Wealth Management's NVS Position: Q2 2026 in Review

Elk River Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 2,060 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #92.

Elk River Wealth Management first reported a position in NVS in Q4 2020 and has held it in 14 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Elk River Wealth Management held 2,060 shares of Novartis worth $323K as of Q2 2026.
Elk River Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.05% of Elk River Wealth Management's portfolio in Q2 2026, its #92 holding.
Elk River Wealth Management first reported a position in Novartis in Q4 2020 and has held it in 14 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.