Glass Wealth Management’s Novartis NVS Stock Holding History

Glass 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	$1.83M	Sell	11,690 -40	-0.3%	-$6K	0.61%	38
2026 Q1	$1.79M	Buy	11,730 +45	+0.4%	+$6.9K	0.69%	40
2025 Q4	$1.61M	Sell	11,685 -930	-7%	-$122K	0.66%	41
2025 Q3	$1.62M	Buy	12,615 +305	+2%	+$37.2K	0.72%	40
2025 Q2	$1.49M	Hold	12,310	–	–	0.79%	40
2025 Q1	$1.37M	Sell	12,310 -150	-1%	-$16K	0.82%	41
2024 Q4	$1.21M	Hold	12,460	–	–	0.66%	43
2024 Q3	$1.43M	Hold	12,460	–	–	0.79%	42
2024 Q2	$1.33M	Sell	12,460 -65	-0.5%	-$6.53K	0.78%	43
2024 Q1	$1.21M	Buy	+12,525	New	+$1.28M	0.74%	42

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

Glass Wealth Management's NVS Position: Q2 2026 in Review

Glass Wealth Management reduced its Novartis (NVS) stake by 0.34% in Q2 2026, selling an estimated $6K and leaving 11,690 shares worth $1.83M. The position accounts for 0.61% of the portfolio, ranked #38.

Glass Wealth Management first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Glass Wealth Management held 11,690 shares of Novartis worth $1.83M as of Q2 2026.
Glass Wealth Management sold 40 Novartis shares in Q2 2026, an estimated $6K.
Novartis made up 0.61% of Glass Wealth Management's portfolio in Q2 2026, its #38 holding.
Glass Wealth Management first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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