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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 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. 347 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.
  • 347 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.