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Highline Wealth Partners’s Novartis NVS Stock Holding History

Highline Wealth Partners’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 		$39.6K Sell
253
-10
-4% -$1.5K 0.01% 266
2026
Q1 		$40.2K Hold
263
– – 0.01% 192
2025
Q4 		$36.3K Buy
263
+5
+2% +$655 0.01% 166
2025
Q3 		$33.1K Sell
258
-32
-11% -$3.9K 0.01% 194
2025
Q2 		$35.1K Buy
290
+131
+82% +$14.8K 0.01% 165
2025
Q1 		$17.7K Buy
159
+93
+141% +$9.9K 0.01% 221
2024
Q4 		$6.42K Sell
66
-73
-53% -$7.79K ﹤0.01% 301
2024
Q3 		$16K Buy
139
+26
+23% +$2.95K 0.01% 207
2024
Q2 		$12K Buy
113
+87
+335% +$8.73K ﹤0.01% 204
2024
Q1 		$2.52K Hold
26
– – ﹤0.01% 315
2023
Q4 		$2.63K Buy
26
+20
+333% +$1.93K ﹤0.01% 283
2023
Q3 		$611 Hold
6
– – ﹤0.01% 337
2023
Q2 		$605 Hold
6
– – ﹤0.01% 296
2023
Q1 		$552 Hold
6
– – ﹤0.01% 302
2022
Q4 		$544 Hold
6
– – ﹤0.01% 300
2022
Q3 		$456 Buy
+6
New +$497 ﹤0.01% 301

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Highline Wealth Partners's NVS Position: Q2 2026 in Review

Highline Wealth Partners reduced its Novartis (NVS) stake by 3.8% in Q2 2026, selling an estimated $1.5K and leaving 253 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #266.

Highline Wealth Partners first reported a position in NVS in Q3 2022 and has held it in 16 quarters since. The position peaked at $40.2K in Q1 2026. 333 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Highline Wealth Partners held 253 shares of Novartis worth $39.6K as of Q2 2026.
  • Highline Wealth Partners sold 10 Novartis shares in Q2 2026, an estimated $1.5K.
  • Novartis made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #266 holding.
  • Highline Wealth Partners first reported a position in Novartis in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Novartis position peaked at $40.2K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.