High Note Wealth’s Novartis NVS Stock Holding History

High Note Wealth’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	$113K	Sell	721 -253	-26%	-$37.9K	0.02%	153
2026 Q1	$149K	Hold	974	–	–	0.03%	125
2025 Q4	$134K	Hold	974	–	–	0.03%	128
2025 Q3	$125K	Sell	974 -4	-0.4%	-$488	0.03%	127
2025 Q2	$118K	Hold	978	–	–	0.03%	125
2025 Q1	$109K	Hold	978	–	–	0.03%	119
2024 Q4	$95.2K	Buy	+978	New	+$104K	0.02%	133

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

High Note Wealth's NVS Position: Q2 2026 in Review

High Note Wealth reduced its Novartis (NVS) stake by 26% in Q2 2026, selling an estimated $37.9K and leaving 721 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #153.

High Note Wealth first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $149K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

High Note Wealth held 721 shares of Novartis worth $113K as of Q2 2026.
High Note Wealth sold 253 Novartis shares in Q2 2026, an estimated $37.9K.
Novartis made up 0.02% of High Note Wealth's portfolio in Q2 2026, its #153 holding.
High Note Wealth first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
High Note Wealth's Novartis position peaked at $149K in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.