Envestnet Portfolio Solutions’s Novartis NVS Stock Holding History

Envestnet Portfolio Solutions’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	$2.98M	Buy	19,022 +713	+4%	+$107K	0.01%	426
2026 Q1	$2.8M	Sell	18,309 -3,127	-15%	-$479K	0.02%	393
2025 Q4	$2.96M	Buy	21,436 +2,055	+11%	+$269K	0.01%	465
2025 Q3	$2.49M	Sell	19,381 -213	-1%	-$26K	0.01%	483
2025 Q2	$2.37M	Sell	19,594 -3,689	-16%	-$416K	0.01%	515
2025 Q1	$2.6M	Sell	23,283 -13,780	-37%	-$1.47M	0.01%	510
2024 Q4	$3.61M	Buy	37,063 +4,091	+12%	+$436K	0.01%	481
2024 Q3	$3.79M	Buy	32,972 +1,585	+5%	+$180K	0.01%	467
2024 Q2	$3.34M	Sell	31,387 -4,077	-11%	-$409K	0.01%	476
2024 Q1	$3.43M	Buy	35,464 +2,108	+6%	+$216K	0.01%	482
2023 Q4	$3.37M	Buy	33,356 +1,659	+5%	+$160K	0.01%	440
2023 Q3	$3.23M	Buy	+31,697	New	+$3.22M	0.02%	414

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions's NVS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Novartis (NVS) stake by 3.9% in Q2 2026, buying an estimated $107K and bringing the position to 19,022 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #426.

Envestnet Portfolio Solutions first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.79M in Q3 2024. 466 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Envestnet Portfolio Solutions held 19,022 shares of Novartis worth $2.98M as of Q2 2026.
Envestnet Portfolio Solutions bought 713 Novartis shares in Q2 2026, an estimated $107K.
Novartis made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #426 holding.
Envestnet Portfolio Solutions first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Novartis position peaked at $3.79M in Q3 2024.
466 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.