GeoWealth Management’s Novartis NVS Stock Holding History

GeoWealth 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	$1.93M	Buy	12,284 +1,641	+15%	+$246K	0.06%	181
2026 Q1	$1.63M	Buy	10,643 +139	+1%	+$21.3K	0.06%	190
2025 Q4	$1.45M	Buy	10,504 +146	+1%	+$19.1K	0.05%	210
2025 Q3	$1.33M	Buy	10,358 +7,137	+222%	+$871K	0.05%	245
2025 Q2	$390K	Sell	3,221 -640	-17%	-$72.1K	0.02%	470
2025 Q1	$430K	Sell	3,861 -3,057	-44%	-$325K	0.02%	457
2024 Q4	$673K	Buy	6,918 +4,606	+199%	+$491K	0.02%	402
2024 Q3	$266K	Sell	2,312 -1,843	-44%	-$209K	0.01%	636
2024 Q2	$442K	Buy	4,155 +114	+3%	+$11.4K	0.02%	464
2024 Q1	$391K	Buy	4,041 +1,465	+57%	+$150K	0.02%	500
2023 Q4	$259K	Buy	+2,576	New	+$249K	0.02%	443

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

GeoWealth Management's NVS Position: Q2 2026 in Review

GeoWealth Management increased its Novartis (NVS) stake by 15% in Q2 2026, buying an estimated $246K and bringing the position to 12,284 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #181.

GeoWealth Management first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

GeoWealth Management held 12,284 shares of Novartis worth $1.93M as of Q2 2026.
GeoWealth Management bought 1,641 Novartis shares in Q2 2026, an estimated $246K.
Novartis made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #181 holding.
GeoWealth Management first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.