FSM Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
FSM Wealth Advisors's NVS Position: Q2 2026 in Review
FSM Wealth Advisors increased its Novartis (NVS) stake by 8% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,824 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #267.
FSM Wealth Advisors first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- FSM Wealth Advisors held 1,824 shares of Novartis worth $286K as of Q2 2026.
- FSM Wealth Advisors bought 135 Novartis shares in Q2 2026, an estimated $20.2K.
- Novartis made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #267 holding.
- FSM Wealth Advisors first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
- 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.