SWAL
NVS icon

Shah Wealth Advisors, LLC’s Novartis NVS Stock Holding History

Shah Wealth Advisors, LLC’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 		$681K Buy
+4,346
New +$652K 0.16% 47

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shah Wealth Advisors, LLC's NVS Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Novartis (NVS) in Q2 2026: 4,346 shares worth $681K. The stake represents 0.16% of the portfolio and ranks #47 among its holdings.

1,086 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Shah Wealth Advisors, LLC held 4,346 shares of Novartis worth $681K as of Q2 2026.
  • Novartis was a new Shah Wealth Advisors, LLC position in Q2 2026.
  • Novartis made up 0.16% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #47 holding.
  • 1,086 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.