Fifth Third Wealth Advisors’s Novartis NVS Stock Holding History

Fifth Third 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	$1.37M	Sell	8,738 -63	-0.7%	-$9.44K	0.04%	254
2026 Q1	$1.34M	Buy	8,801 +126	+1%	+$19.3K	0.05%	228
2025 Q4	$1.2M	Buy	8,675 +154	+2%	+$20.2K	0.04%	232
2025 Q3	$1.09M	Buy	8,521 +1,421	+20%	+$173K	0.04%	229
2025 Q2	$859K	Buy	7,100 +1,711	+32%	+$193K	0.04%	261
2025 Q1	$601K	Buy	5,389 +1,787	+50%	+$190K	0.03%	291
2024 Q4	$351K	Buy	3,602 +658	+22%	+$70.2K	0.02%	436
2024 Q3	$339K	Buy	2,944 +454	+18%	+$51.5K	0.02%	422
2024 Q2	$265K	Buy	+2,490	New	+$250K	0.02%	463

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

Fifth Third Wealth Advisors's NVS Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Novartis (NVS) stake by 0.72% in Q2 2026, selling an estimated $9.44K and leaving 8,738 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #254.

Fifth Third Wealth Advisors first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Fifth Third Wealth Advisors held 8,738 shares of Novartis worth $1.37M as of Q2 2026.
Fifth Third Wealth Advisors sold 63 Novartis shares in Q2 2026, an estimated $9.44K.
Novartis made up 0.04% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #254 holding.
Fifth Third Wealth Advisors first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.