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Endowment Wealth Management’s Novartis NVS Stock Holding History

Endowment 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 		$287K Buy
1,830
+236
+15% +$35.4K 0.11% 130
2026
Q1 		$243K Sell
1,594
-128
-7% -$19.6K 0.11% 138
2025
Q4 		$237K Buy
+1,722
New +$226K 0.11% 134

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Endowment Wealth Management increased its Novartis (NVS) stake by 15% in Q2 2026, buying an estimated $35.4K and bringing the position to 1,830 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #130.

Endowment Wealth Management first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Endowment Wealth Management held 1,830 shares of Novartis worth $287K as of Q2 2026.
  • Endowment Wealth Management bought 236 Novartis shares in Q2 2026, an estimated $35.4K.
  • Novartis made up 0.11% of Endowment Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Endowment Wealth Management first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.