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Elmwood Wealth Management’s Novartis NVS Stock Holding History

Elmwood 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 		$514K Buy
3,278
+38
+1% +$5.7K 0.13% 127
2026
Q1 		$495K Sell
3,240
-100
-3% -$15.3K 0.14% 119
2025
Q4 		$460K Hold
3,340
– – 0.15% 117
2025
Q3 		$428K Buy
3,340
+787
+31% +$96K 0.15% 106
2025
Q2 		$309K Sell
2,553
-98
-4% -$11K 0.12% 112
2025
Q1 		$296K Sell
2,651
-51
-2% -$5.43K 0.12% 112
2024
Q4 		$263K Buy
2,702
+43
+2% +$4.58K 0.11% 120
2024
Q3 		$306K Hold
2,659
– – 0.13% 114
2024
Q2 		$283K Sell
2,659
-5,265
-66% -$528K 0.13% 112
2024
Q1 		$766K Buy
7,924
+3,216
+68% +$330K 0.33% 87
2023
Q4 		$475K Sell
4,708
-3,356
-42% -$324K 0.33% 73
2023
Q3 		$821K Sell
8,064
-85
-1% -$8.63K 0.4% 78
2023
Q2 		$822K Sell
8,149
-506
-6% -$50.6K 0.38% 79
2023
Q1 		$796K Sell
8,655
-352
-4% -$30.7K 0.38% 81
2022
Q4 		$817K Sell
9,007
-60
-0.7% -$5.05K 0.41% 81
2022
Q3 		$689K Sell
9,067
-880
-9% -$72.9K 0.34% 82
2022
Q2 		$841K Sell
9,947
-190
-2% -$16.7K 0.48% 72
2022
Q1 		$890K Hold
10,137
– – 0.46% 74
2021
Q4 		$887K Buy
+10,137
New +$842K 0.42% 74
2021
Q2 		$1.01M Buy
11,042
+25
+0.2% +$2.23K 0.53% 65
2021
Q1 		$942K Buy
+11,017
New +$989K 0.57% 63
2020
Q3 		$979K Hold
11,213
– – 0.79% 40
2020
Q2 		$979K Buy
11,213
+4,879
+77% +$421K 0.79% 40
2020
Q1 		$512K Sell
6,334
-4,844
-43% -$432K 0.49% 67
2019
Q4 		$1.06M Sell
11,178
-16
-0.1% -$1.44K 0.92% 44
2019
Q3 		$973K Sell
11,194
-21
-0.2% -$1.89K 0.98% 43
2019
Q2 		$1.02M Sell
11,215
-1,329
-11% -$112K 0.91% 44
2019
Q1 		$1.08M Sell
12,544
-1,032
-8% -$82.8K 1% 40
2018
Q4 		$1.04M Sell
13,576
-476
-3% -$37.1K 1.01% 35
2018
Q3 		$1.08M Buy
14,052
+339
+2% +$25.1K 0.9% 40
2018
Q2 		$928K Buy
13,713
+6,644
+94% +$458K 0.84% 43
2018
Q1 		$512K Buy
+7,069
New +$538K 0.49% 67

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

Elmwood Wealth Management increased its Novartis (NVS) stake by 1.2% in Q2 2026, buying an estimated $5.7K and bringing the position to 3,278 shares worth $514K. The position accounts for 0.13% of the portfolio, ranked #127.

Elmwood Wealth Management first reported a position in NVS in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.08M in Q3 2018. 406 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Elmwood Wealth Management held 3,278 shares of Novartis worth $514K as of Q2 2026.
  • Elmwood Wealth Management bought 38 Novartis shares in Q2 2026, an estimated $5.7K.
  • Novartis made up 0.13% of Elmwood Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Elmwood Wealth Management first reported a position in Novartis in Q1 2018 and has held it in 32 quarters since.
  • Elmwood Wealth Management's Novartis position peaked at $1.08M in Q3 2018.
  • 406 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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