EverSource Wealth Advisors’s Novartis NVS Stock Holding History

EverSource Wealth Advisors’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	$637K	Sell	4,064 -2,440	-38%	-$366K	0.02%	480
2026 Q1	$994K	Buy	6,504 +2,681	+70%	+$411K	0.03%	382
2025 Q4	$527K	Buy	3,823 +622	+19%	+$81.5K	0.02%	527
2025 Q3	$410K	Buy	3,201 +180	+6%	+$22K	0.02%	578
2025 Q2	$366K	Buy	3,021 +855	+39%	+$96.4K	0.02%	577
2025 Q1	$242K	Sell	2,166 -961	-31%	-$102K	0.01%	589
2024 Q4	$304K	Buy	3,127 +420	+16%	+$44.8K	0.02%	502
2024 Q3	$311K	Buy	2,707 +60	+2%	+$6.81K	0.02%	438
2024 Q2	$295K	Buy	2,647 +634	+31%	+$63.6K	0.02%	443
2024 Q1	$196K	Buy	2,013 +98	+5%	+$10K	0.02%	496
2023 Q4	$193K	Buy	1,915 +48	+3%	+$4.63K	0.02%	437
2023 Q3	$190K	Sell	1,867 -497	-21%	-$50.4K	0.02%	409
2023 Q2	$239K	Buy	2,364 +403	+21%	+$40.3K	0.03%	364
2023 Q1	$180K	Sell	1,961 -89	-4%	-$7.77K	0.02%	388
2022 Q4	$186K	Sell	2,050 -524	-20%	-$44.1K	0.03%	363
2022 Q3	$196K	Sell	2,574 -329	-11%	-$27.3K	0.04%	302
2022 Q2	$245K	Sell	2,903 -28	-1%	-$2.46K	0.06%	238
2022 Q1	$257K	Buy	2,931 +274	+10%	+$23.7K	0.07%	223
2021 Q4	$232K	Buy	+2,657	New	+$221K	0.07%	205

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EverSource Wealth Advisors's NVS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Novartis (NVS) stake by 38% in Q2 2026, selling an estimated $366K and leaving 4,064 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #480.

EverSource Wealth Advisors first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. The position peaked at $994K in Q1 2026. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

EverSource Wealth Advisors held 4,064 shares of Novartis worth $637K as of Q2 2026.
EverSource Wealth Advisors sold 2,440 Novartis shares in Q2 2026, an estimated $366K.
Novartis made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #480 holding.
EverSource Wealth Advisors first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Novartis position peaked at $994K in Q1 2026.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.