Greenup Street Wealth Management’s Novartis NVS Stock Holding History

Greenup Street 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	$312K	Sell	1,993 -383	-16%	-$57.4K	0.04%	118
2026 Q1	$363K	Sell	2,376 -68	-3%	-$10.4K	0.05%	101
2025 Q4	$337K	Sell	2,444 -28,788	-92%	-$3.77M	0.05%	95
2025 Q3	$4.01M	Sell	31,232 -10,775	-26%	-$1.31M	0.62%	29
2025 Q2	$5.08M	Buy	42,007 +901	+2%	+$102K	0.88%	27
2025 Q1	$4.58M	Buy	+41,106	New	+$4.38M	0.91%	24
2024 Q4	–	Sell	-35,979	Closed	-$4.14M	–	98
2024 Q3	$4.14M	Buy	35,979 +2,111	+6%	+$240K	0.85%	30
2024 Q2	$3.61M	Buy	+33,868	New	+$3.4M	0.85%	29
2024 Q1	–	Sell	-2,230	Closed	-$225K	–	88
2023 Q4	$225K	Buy	+2,230	New	+$215K	0.06%	79
2023 Q3	–	Sell	-11,790	Closed	-$1.19M	–	87
2023 Q2	$1.19M	Buy	+11,790	New	+$1.18M	0.33%	53
2023 Q1	–	Sell	-11,475	Closed	-$1.04M	–	84
2022 Q4	$1.04M	Buy	11,475 +79	+0.7%	+$6.65K	0.43%	46
2022 Q3	$866K	Buy	+11,396	New	+$945K	0.39%	47
2022 Q2	–	Sell	-10,854	Closed	-$952K	–	97
2022 Q1	$952K	Sell	10,854 -1,223	-10%	-$106K	0.53%	46
2021 Q4	$1.06M	Buy	+12,077	New	+$1M	0.62%	43

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Greenup Street Wealth Management's NVS Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its Novartis (NVS) stake by 16% in Q2 2026, selling an estimated $57.4K and leaving 1,993 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #118.

Greenup Street Wealth Management first reported a position in NVS in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.08M in Q2 2025. 649 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Greenup Street Wealth Management held 1,993 shares of Novartis worth $312K as of Q2 2026.
Greenup Street Wealth Management sold 383 Novartis shares in Q2 2026, an estimated $57.4K.
Novartis made up 0.04% of Greenup Street Wealth Management's portfolio in Q2 2026, its #118 holding.
Greenup Street Wealth Management first reported a position in Novartis in Q4 2021 and has held it in 14 quarters since.
Greenup Street Wealth Management's Novartis position peaked at $5.08M in Q2 2025.
649 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.