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Evolution Wealth Management’s Novartis NVS Stock Holding History

Evolution 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 		$25.5K Buy
163
+138
+552% +$20.7K 0.02% 422
2026
Q1 		$3.82K Hold
25
– – ﹤0.01% 660
2025
Q4 		$3.45K Buy
+25
New +$3.27K ﹤0.01% 586
2025
Q3 		– Sell
-800
Closed -$96.8K – 653
2025
Q2 		$96.8K Buy
+800
New +$90.2K 0.12% 123

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

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

Evolution Wealth Management increased its Novartis (NVS) stake by 552% in Q2 2026, buying an estimated $20.7K and bringing the position to 163 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #422.

Evolution Wealth Management first reported a position in NVS in Q2 2025 and has held it in 4 quarters since. The position peaked at $96.8K in Q2 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Evolution Wealth Management held 163 shares of Novartis worth $25.5K as of Q2 2026.
  • Evolution Wealth Management bought 138 Novartis shares in Q2 2026, an estimated $20.7K.
  • Novartis made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #422 holding.
  • Evolution Wealth Management first reported a position in Novartis in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Novartis position peaked at $96.8K in Q2 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.