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Evergreen Wealth Solutions’s Novartis NVS Stock Holding History

Evergreen Wealth 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 		$776K Buy
5,118
+1,677
+49% +$251K 0.04% 237
2026
Q1 		$526K Buy
3,441
+690
+25% +$106K 0.04% 243
2025
Q4 		$379K Buy
2,751
+223
+9% +$29.2K 0.05% 143
2025
Q3 		$324K Buy
+2,528
New +$308K 0.18% 86

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

Evergreen Wealth Solutions's NVS Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Novartis (NVS) stake by 49% in Q2 2026, buying an estimated $251K and bringing the position to 5,118 shares worth $776K. The position accounts for 0.04% of the portfolio, ranked #237.

Evergreen Wealth Solutions first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Evergreen Wealth Solutions held 5,118 shares of Novartis worth $776K as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,677 Novartis shares in Q2 2026, an estimated $251K.
  • Novartis made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #237 holding.
  • Evergreen Wealth Solutions first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.