IWA
NVS icon

Icon Wealth Advisors’s Novartis NVS Stock Holding History

Icon Wealth Advisors’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 		$414K Sell
2,643
-1,836
-41% -$275K 0.02% 294
2026
Q1 		$640K Sell
4,479
-189
-4% -$29K 0.04% 231
2025
Q4 		$644K Buy
4,668
+222
+5% +$29.1K 0.04% 227
2025
Q3 		$570K Buy
4,446
+981
+28% +$120K 0.04% 243
2025
Q2 		$419K Buy
3,465
+276
+9% +$31.1K 0.03% 267
2025
Q1 		$355K Buy
3,189
+164
+5% +$17.5K 0.03% 270
2024
Q4 		$294K Sell
3,025
-12
-0.4% -$1.28K 0.02% 302
2024
Q3 		$349K Sell
3,037
-8
-0.3% -$908 0.03% 268
2024
Q2 		$339K Sell
3,045
-357
-10% -$35.8K 0.03% 265
2024
Q1 		$329K Sell
3,402
-229
-6% -$23.5K 0.03% 265
2023
Q4 		$367K Buy
+3,631
New +$350K 0.04% 239
2022
Q4 		$442K Sell
4,875
-492
-9% -$41.4K 0.05% 202
2022
Q3 		$408K Buy
+5,367
New +$445K 0.05% 197

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Icon Wealth Advisors's NVS Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Novartis (NVS) stake by 41% in Q2 2026, selling an estimated $275K and leaving 2,643 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #294.

Icon Wealth Advisors first reported a position in NVS in Q3 2022 and has held it in 13 quarters since. The position peaked at $644K in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Icon Wealth Advisors held 2,643 shares of Novartis worth $414K as of Q2 2026.
  • Icon Wealth Advisors sold 1,836 Novartis shares in Q2 2026, an estimated $275K.
  • Novartis made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #294 holding.
  • Icon Wealth Advisors first reported a position in Novartis in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Novartis position peaked at $644K in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.