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FSB Premier Wealth Management’s Novartis NVS Stock Holding History

FSB Premier 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 		$2.12M Sell
13,534
-3,436
-20% -$515K 0.6% 47
2026
Q1 		$2.59M Sell
16,970
-249
-1% -$38.2K 0.81% 33
2025
Q4 		$2.37M Buy
17,219
+1,121
+7% +$147K 0.75% 39
2025
Q3 		$2.06M Buy
16,098
+1,774
+12% +$216K 0.68% 42
2025
Q2 		$1.73M Buy
14,324
+2,236
+18% +$252K 0.62% 47
2025
Q1 		$1.35M Buy
12,088
+793
+7% +$84.4K 0.53% 54
2024
Q4 		$1.1M Buy
11,295
+1,896
+20% +$202K 0.44% 56
2024
Q3 		$1.08M Buy
9,399
+1,773
+23% +$201K 0.44% 62
2024
Q2 		$812K Buy
7,626
+2,651
+53% +$266K 0.37% 68
2024
Q1 		$481K Buy
4,975
+897
+22% +$92K 0.22% 93
2023
Q4 		$412K Buy
4,078
+1,136
+39% +$110K 0.21% 99
2023
Q3 		$300K Buy
2,942
+410
+16% +$41.6K 0.17% 113
2023
Q2 		$256K Sell
2,532
-104
-4% -$10.4K 0.14% 127
2023
Q1 		$243K Buy
2,636
+148
+6% +$12.9K 0.13% 127
2022
Q4 		$226K Buy
+2,488
New +$210K 0.12% 136
2022
Q1 		– Sell
-1,566
Closed -$137K – 381
2021
Q4 		$137K Buy
+1,566
New +$130K 0.06% 152

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FSB Premier Wealth Management's NVS Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Novartis (NVS) stake by 20% in Q2 2026, selling an estimated $515K and leaving 13,534 shares worth $2.12M. The position accounts for 0.6% of the portfolio, ranked #47.

FSB Premier Wealth Management first reported a position in NVS in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.59M in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • FSB Premier Wealth Management held 13,534 shares of Novartis worth $2.12M as of Q2 2026.
  • FSB Premier Wealth Management sold 3,436 Novartis shares in Q2 2026, an estimated $515K.
  • Novartis made up 0.6% of FSB Premier Wealth Management's portfolio in Q2 2026, its #47 holding.
  • FSB Premier Wealth Management first reported a position in Novartis in Q4 2021 and has held it in 16 quarters since.
  • FSB Premier Wealth Management's Novartis position peaked at $2.59M in Q1 2026.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.