Gilliland Jeter Wealth Management’s Novartis NVS Stock Holding History

Gilliland Jeter 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	$1M	Sell	6,398 -300	-4%	-$45K	0.26%	80
2026 Q1	$1.02M	Sell	6,698 -55	-0.8%	-$8.43K	0.3%	70
2025 Q4	$931K	Hold	6,753	–	–	0.28%	73
2025 Q3	$866K	Sell	6,753 -127	-2%	-$15.5K	0.27%	75
2025 Q2	$833K	Sell	6,880 -101	-1%	-$11.4K	0.27%	81
2025 Q1	$778K	Buy	6,981 +362	+5%	+$38.5K	0.28%	82
2024 Q4	$644K	Buy	6,619 +521	+9%	+$55.6K	0.22%	90
2024 Q3	$701K	Buy	6,098 +5,898	+2,949%	+$669K	0.23%	89
2024 Q2	$21.3K	Hold	200	–	–	0.01%	377
2024 Q1	$19.3K	Buy	+200	New	+$20.5K	0.01%	376

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

Gilliland Jeter Wealth Management's NVS Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Novartis (NVS) stake by 4.5% in Q2 2026, selling an estimated $45K and leaving 6,398 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #80.

Gilliland Jeter Wealth Management first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Gilliland Jeter Wealth Management held 6,398 shares of Novartis worth $1M as of Q2 2026.
Gilliland Jeter Wealth Management sold 300 Novartis shares in Q2 2026, an estimated $45K.
Novartis made up 0.26% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #80 holding.
Gilliland Jeter Wealth Management first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Novartis position peaked at $1.02M in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.