Inlet Private Wealth’s Novartis NVS Stock Holding History

Inlet Private 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	$204K	Buy	+1,304	New	+$195K	0.05%	132
2024 Q4	–	Sell	-2,229	Closed	-$256K	–	131
2024 Q3	$256K	Hold	2,229	–	–	0.07%	119
2024 Q2	$237K	Buy	+2,229	New	+$224K	0.06%	120
2024 Q1	–	Sell	-2,059	Closed	-$208K	–	125
2023 Q4	$208K	Sell	2,059 -1,200	-37%	-$116K	0.06%	115
2023 Q3	$332K	Sell	3,259 -50	-2%	-$5.08K	0.11%	103
2023 Q2	$334K	Hold	3,309	–	–	0.08%	109
2023 Q1	$304K	Sell	3,309 -267	-7%	-$23.3K	0.08%	112
2022 Q4	$324K	Hold	3,576	–	–	0.08%	111
2022 Q3	$272K	Hold	3,576	–	–	0.08%	112
2022 Q2	$302K	Hold	3,576	–	–	0.09%	112
2022 Q1	$314K	Hold	3,576	–	–	0.08%	118
2021 Q4	$313K	Hold	3,576	–	–	0.08%	120
2021 Q3	$292K	Hold	3,576	–	–	0.08%	121
2021 Q2	$326K	Sell	3,576 -46	-1%	-$4.1K	0.09%	116
2021 Q1	$310K	Hold	3,622	–	–	0.09%	112
2020 Q4	$342K	Hold	3,622	–	–	0.11%	110
2020 Q3	$315K	Hold	3,622	–	–	0.12%	108
2020 Q2	$316K	Buy	3,622 +50	+1%	+$4.32K	0.13%	106
2020 Q1	$295K	Sell	3,572 -50	-1%	-$4.46K	0.14%	109
2019 Q4	$343K	Sell	3,622 -266	-7%	-$23.9K	0.11%	117
2019 Q3	$338K	Sell	3,888 -1,700	-30%	-$153K	0.13%	112
2019 Q2	$493K	Sell	5,588 -648	-10%	-$54.8K	0.18%	100
2019 Q1	$537K	Hold	6,236	–	–	0.22%	100
2018 Q4	$480K	Buy	+6,236	New	+$485K	0.26%	79

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

Inlet Private Wealth's NVS Position: Q2 2026 in Review

Inlet Private Wealth opened a new position in Novartis (NVS) in Q2 2026: 1,304 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings. This is a return to the name: Inlet Private Wealth previously reported a position in NVS as recently as Q3 2024.

Inlet Private Wealth first reported a position in NVS in Q4 2018 and has held it in 24 quarters since. The position peaked at $537K in Q1 2019. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Inlet Private Wealth held 1,304 shares of Novartis worth $204K as of Q2 2026.
Novartis was a new Inlet Private Wealth position in Q2 2026.
Novartis made up 0.05% of Inlet Private Wealth's portfolio in Q2 2026, its #132 holding.
Inlet Private Wealth first reported a position in Novartis in Q4 2018 and has held it in 24 quarters since.
Inlet Private Wealth's Novartis position peaked at $537K in Q1 2019.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.