Focus Partners Wealth’s Novartis NVS Stock Holding History

Focus Partners 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	$36.9M	Sell	235,657 -44,771	-16%	-$6.71M	0.04%	376
2026 Q1	$42.8M	Buy	280,428 +71,868	+34%	+$11M	0.05%	322
2025 Q4	$28.7M	Buy	208,560 +152,616	+273%	+$20M	0.03%	409
2025 Q3	$7.17M	Buy	55,944 +4,307	+8%	+$526K	0.01%	652
2025 Q2	$6.25M	Buy	51,637 +4,089	+9%	+$461K	0.01%	609
2025 Q1	$5.31M	Buy	47,548 +5,504	+13%	+$586K	0.01%	609
2024 Q4	$4.09M	Buy	42,044 +12,407	+42%	+$1.32M	0.01%	669
2024 Q3	$3.41M	Sell	29,637 -6,747	-19%	-$766K	0.01%	651
2024 Q2	$3.87M	Buy	36,384 +6,211	+21%	+$623K	0.01%	539
2024 Q1	$2.92M	Buy	30,173 +22,929	+317%	+$2.35M	0.02%	425
2023 Q4	$731K	Buy	+7,244	New	+$699K	0.01%	505

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

Focus Partners Wealth's NVS Position: Q2 2026 in Review

Focus Partners Wealth reduced its Novartis (NVS) stake by 16% in Q2 2026, selling an estimated $6.71M and leaving 235,657 shares worth $36.9M. The position accounts for 0.04% of the portfolio, ranked #376.

Focus Partners Wealth first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.8M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Focus Partners Wealth held 235,657 shares of Novartis worth $36.9M as of Q2 2026.
Focus Partners Wealth sold 44,771 Novartis shares in Q2 2026, an estimated $6.71M.
Novartis made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #376 holding.
Focus Partners Wealth first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Novartis position peaked at $42.8M in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.