Forza Wealth Management’s Novartis NVS Stock Holding History

Forza Wealth Management’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	$827K	Hold	5,274	–	–	0.25%	90
2026 Q1	$806K	Hold	5,274	–	–	0.28%	85
2025 Q4	$727K	Sell	5,274 -75	-1%	-$9.82K	0.26%	86
2025 Q3	$686K	Hold	5,349	–	–	0.26%	90
2025 Q2	$647K	Hold	5,349	–	–	0.27%	89
2025 Q1	$596K	Hold	5,349	–	–	0.27%	93
2024 Q4	$521K	Hold	5,349	–	–	0.24%	104
2024 Q3	$615K	Buy	5,349 +30	+0.6%	+$3.4K	0.28%	96
2024 Q2	$566K	Hold	5,319	–	–	0.29%	94
2024 Q1	$515K	Hold	5,319	–	–	0.27%	106
2023 Q4	$537K	Hold	5,319	–	–	0.3%	96
2023 Q3	$542K	Buy	5,319 +200	+4%	+$20.3K	0.28%	106
2023 Q2	$517K	Sell	5,119 -200	-4%	-$20K	0.26%	111
2023 Q1	$489K	Buy	5,319 +657	+14%	+$57.4K	0.25%	118
2022 Q4	$423K	Buy	+4,662	New	+$393K	0.28%	97

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

Forza Wealth Management's NVS Position: Q2 2026 in Review

Forza Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 5,274 shares worth $827K. The position accounts for 0.25% of the portfolio, ranked #90.

Forza Wealth Management first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Forza Wealth Management held 5,274 shares of Novartis worth $827K as of Q2 2026.
Forza Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.25% of Forza Wealth Management's portfolio in Q2 2026, its #90 holding.
Forza Wealth Management first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.