Flywheel Private Wealth’s Novartis NVS Stock Holding History

Flywheel Private Wealth’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	$438K	Hold	2,796	–	–	0.22%	55
2026 Q1	$427K	Hold	2,796	–	–	0.24%	54
2025 Q4	$385K	Sell	2,796 -1	-0%	-$131	0.24%	49
2025 Q3	$359K	Hold	2,797	–	–	0.28%	50
2025 Q2	$338K	Hold	2,797	–	–	0.27%	51
2025 Q1	$312K	Hold	2,797	–	–	0.28%	58
2024 Q4	$272K	Buy	+2,797	New	+$298K	0.25%	67

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Flywheel Private Wealth's NVS Position: Q2 2026 in Review

Flywheel Private Wealth held its Novartis (NVS) position steady in Q2 2026 at 2,796 shares worth $438K. The position accounts for 0.22% of the portfolio, ranked #55.

Flywheel Private Wealth first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Flywheel Private Wealth held 2,796 shares of Novartis worth $438K as of Q2 2026.
Flywheel Private Wealth left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.22% of Flywheel Private Wealth's portfolio in Q2 2026, its #55 holding.
Flywheel Private Wealth first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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