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Integrated Wealth Concepts’s Novartis NVS Stock Holding History

Integrated Wealth Concepts’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 		$3.22M Sell
20,523
-2,120
-9% -$318K 0.02% 652
2026
Q1 		$3.46M Buy
22,643
+12,437
+122% +$1.91M 0.03% 550
2025
Q4 		$1.41M Sell
10,206
-7,708
-43% -$1.01M 0.02% 635
2025
Q3 		$2.3M Buy
17,914
+885
+5% +$108K 0.02% 622
2025
Q2 		$2.06M Sell
17,029
-4,126
-20% -$465K 0.02% 608
2025
Q1 		$2.36M Sell
21,155
-2,940
-12% -$313K 0.03% 535
2024
Q4 		$2.34M Buy
24,095
+264
+1% +$28.2K 0.03% 506
2024
Q3 		$2.74M Sell
23,831
-536
-2% -$60.8K 0.03% 454
2024
Q2 		$2.59M Buy
24,367
+450
+2% +$45.2K 0.04% 430
2024
Q1 		$2.31M Sell
23,917
-879
-4% -$90.1K 0.03% 475
2023
Q4 		$2.5M Sell
24,796
-2,103
-8% -$203K 0.04% 404
2023
Q3 		$2.74M Sell
26,899
-327
-1% -$33.2K 0.05% 347
2023
Q2 		$2.75M Buy
27,226
+900
+3% +$90K 0.05% 350
2023
Q1 		$2.42M Sell
26,326
-2,031
-7% -$177K 0.05% 341
2022
Q4 		$2.57M Buy
28,357
+1,094
+4% +$92.1K 0.07% 263
2022
Q3 		$2.07M Buy
27,263
+130
+0.5% +$10.8K 0.07% 274
2022
Q2 		$2.29M Buy
27,133
+905
+3% +$79.4K 0.07% 251
2022
Q1 		$2.3M Buy
26,228
+1,378
+6% +$119K 0.07% 234
2021
Q4 		$2.17M Buy
24,850
+4,337
+21% +$360K 0.06% 248
2021
Q3 		$1.68M Buy
20,513
+2,049
+11% +$184K 0.05% 271
2021
Q2 		$1.69M Buy
18,464
+205
+1% +$18.3K 0.06% 246
2021
Q1 		$1.56M Buy
18,259
+2,475
+16% +$222K 0.06% 225
2020
Q4 		$1.49M Buy
15,784
+2,409
+18% +$211K 0.07% 188
2020
Q3 		$1.16M Buy
13,375
+294
+2% +$25.5K 0.07% 189
2020
Q2 		$1.14M Buy
13,081
+1,341
+11% +$116K 0.08% 152
2020
Q1 		$968K Buy
11,740
+2,173
+23% +$194K 0.09% 142
2019
Q4 		$906K Buy
9,567
+3,115
+48% +$280K 0.08% 167
2019
Q3 		$561K Buy
6,452
+1,757
+37% +$158K 0.06% 185
2019
Q2 		$430K Buy
4,695
+1,942
+71% +$164K 0.06% 205
2019
Q1 		$237K Buy
+2,753
New +$221K 0.04% 285

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

Integrated Wealth Concepts's NVS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Novartis (NVS) stake by 9.4% in Q2 2026, selling an estimated $318K and leaving 20,523 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #652.

Integrated Wealth Concepts first reported a position in NVS in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.46M in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Integrated Wealth Concepts held 20,523 shares of Novartis worth $3.22M as of Q2 2026.
  • Integrated Wealth Concepts sold 2,120 Novartis shares in Q2 2026, an estimated $318K.
  • Novartis made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #652 holding.
  • Integrated Wealth Concepts first reported a position in Novartis in Q1 2019 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's Novartis position peaked at $3.46M in Q1 2026.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.