Empirical Wealth Management’s Novartis NVS Stock Holding History

Empirical 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	$1.47M	Sell	9,361 -152	-2%	-$22.8K	0.02%	327
2026 Q1	$1.45M	Buy	9,513 +1,137	+14%	+$174K	0.03%	291
2025 Q4	$1.15M	Sell	8,376 -1,606	-16%	-$210K	0.02%	318
2025 Q3	$1.28M	Buy	9,982 +3,957	+66%	+$483K	0.03%	297
2025 Q2	$729K	Buy	6,025 +762	+14%	+$85.9K	0.02%	357
2025 Q1	$587K	Sell	5,263 -348	-6%	-$37K	0.02%	381
2024 Q4	$546K	Buy	5,611 +2,496	+80%	+$266K	0.01%	371
2024 Q3	$358K	Sell	3,115 -882	-22%	-$100K	0.01%	436
2024 Q2	$426K	Buy	+3,997	New	+$401K	0.01%	393
2024 Q1	–	Sell	-2,159	Closed	-$218K	–	546
2023 Q4	$218K	Sell	2,159 -640	-23%	-$61.8K	0.01%	457
2023 Q3	$285K	Buy	+2,799	New	+$284K	0.01%	379
2023 Q1	–	Sell	-2,437	Closed	-$221K	–	481
2022 Q4	$221K	Buy	+2,437	New	+$205K	0.01%	418
2022 Q2	–	Sell	-2,553	Closed	-$224K	–	508
2022 Q1	$224K	Sell	2,553 -103	-4%	-$8.92K	0.01%	454
2021 Q4	$232K	Buy	+2,656	New	+$221K	0.01%	465
2021 Q1	–	Sell	-2,190	Closed	-$207K	–	412
2020 Q4	$207K	Buy	+2,190	New	+$191K	0.02%	335
2020 Q2	–	Sell	-2,645	Closed	-$218K	–	351
2020 Q1	$218K	Sell	2,645 -482	-15%	-$43K	0.02%	290
2019 Q4	$296K	Sell	3,127 -891	-22%	-$79.9K	0.03%	260
2019 Q3	$349K	Buy	+4,018	New	+$361K	0.04%	209

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

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

Empirical Wealth Management reduced its Novartis (NVS) stake by 1.6% in Q2 2026, selling an estimated $22.8K and leaving 9,361 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #327.

Empirical Wealth Management first reported a position in NVS in Q3 2019 and has held it in 18 quarters since. 652 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Empirical Wealth Management held 9,361 shares of Novartis worth $1.47M as of Q2 2026.
Empirical Wealth Management sold 152 Novartis shares in Q2 2026, an estimated $22.8K.
Novartis made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #327 holding.
Empirical Wealth Management first reported a position in Novartis in Q3 2019 and has held it in 18 quarters since.
652 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.