GC Wealth Management RIA’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$995K Buy
6,349
+1,327
+26% +$199K 0.06% 227
2026
Q1
$767K Buy
5,022
+1,307
+35% +$200K 0.03% 276
2025
Q4
$512K Sell
3,715
-1,240
-25% -$162K 0.02% 355
2025
Q3
$635K Buy
+4,955
New +$605K 0.02% 487
2024
Q4
Sell
-4,689
Closed -$539K 309
2024
Q3
$539K Buy
4,689
+822
+21% +$93.3K 0.09% 185
2024
Q2
$412K Sell
3,867
-218
-5% -$21.9K 0.08% 192
2024
Q1
$395K Buy
4,085
+887
+28% +$90.9K 0.08% 189
2023
Q4
$323K Buy
+3,198
New +$309K 0.15% 151

Other funds holding NVS

GC Wealth Management RIA's NVS Position: Q2 2026 in Review

GC Wealth Management RIA increased its Novartis (NVS) stake by 26% in Q2 2026, buying an estimated $199K and bringing the position to 6,349 shares worth $995K. The position accounts for 0.06% of the portfolio, ranked #227.

GC Wealth Management RIA first reported a position in NVS in Q4 2023 and has held it in 8 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • GC Wealth Management RIA held 6,349 shares of Novartis worth $995K as of Q2 2026.
  • GC Wealth Management RIA bought 1,327 Novartis shares in Q2 2026, an estimated $199K.
  • Novartis made up 0.06% of GC Wealth Management RIA's portfolio in Q2 2026, its #227 holding.
  • GC Wealth Management RIA first reported a position in Novartis in Q4 2023 and has held it in 8 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.