Golden State Wealth Management’s Novartis NVS Stock Holding History

Golden State 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	$115K	Buy	733 +16	+2%	+$2.4K	0.01%	539
2026 Q1	$110K	Buy	717 +7	+1%	+$1.07K	0.01%	498
2025 Q4	$97.9K	Hold	710	–	–	0.01%	524
2025 Q3	$91K	Hold	710	–	–	0.01%	531
2025 Q2	$85.9K	Hold	710	–	–	0.01%	521
2025 Q1	$79.2K	Hold	710	–	–	0.01%	499
2024 Q4	$69.1K	Buy	+710	New	+$75.7K	0.01%	513
2020 Q2	–	Sell	-838	Closed	-$69K	–	665
2020 Q1	$69K	Buy	+838	New	+$74.8K	0.03%	304
2019 Q4	–	Sell	-650	Closed	-$56K	–	644
2019 Q3	$56K	Hold	650	–	–	0.02%	401
2019 Q2	$59K	Sell	650 -131	-17%	-$11.1K	0.02%	415
2019 Q1	$67K	Buy	+781	New	+$62.7K	0.02%	387

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

Golden State Wealth Management's NVS Position: Q2 2026 in Review

Golden State Wealth Management increased its Novartis (NVS) stake by 2.2% in Q2 2026, buying an estimated $2.4K and bringing the position to 733 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #539.

Golden State Wealth Management first reported a position in NVS in Q1 2019 and has held it in 11 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Golden State Wealth Management held 733 shares of Novartis worth $115K as of Q2 2026.
Golden State Wealth Management bought 16 Novartis shares in Q2 2026, an estimated $2.4K.
Novartis made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #539 holding.
Golden State Wealth Management first reported a position in Novartis in Q1 2019 and has held it in 11 quarters since.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.