Jamison Private Wealth Management’s Novartis NVS Stock Holding History

Jamison Private Wealth Management’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	$2.65M	Buy	16,888 +17	+0.1%	+$2.55K	0.27%	79
2026 Q1	$2.58M	Hold	16,871	–	–	0.31%	74
2025 Q4	$2.33M	Sell	16,871 -356	-2%	-$46.6K	0.28%	76
2025 Q3	$2.21M	Sell	17,227 -341	-2%	-$41.6K	0.28%	77
2025 Q2	$2.13M	Sell	17,568 -110	-0.6%	-$12.4K	0.31%	73
2025 Q1	$1.97M	Sell	17,678 -720	-4%	-$76.7K	0.3%	81
2024 Q4	$1.79M	Hold	18,398	–	–	0.26%	85
2024 Q3	$2.12M	Hold	18,398	–	–	0.32%	74
2024 Q2	$1.96M	Sell	18,398 -226	-1%	-$22.7K	0.33%	72
2024 Q1	$1.8M	Sell	18,624 -58	-0.3%	-$5.95K	0.3%	78
2023 Q4	$1.89M	Buy	18,682 +48	+0.3%	+$4.63K	0.35%	69
2023 Q3	$1.9M	Buy	+18,634	New	+$1.89M	0.39%	68

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

Jamison Private Wealth Management's NVS Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Novartis (NVS) stake by 0.1% in Q2 2026, buying an estimated $2.55K and bringing the position to 16,888 shares worth $2.65M. The position accounts for 0.27% of the portfolio, ranked #79.

Jamison Private Wealth Management first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Jamison Private Wealth Management held 16,888 shares of Novartis worth $2.65M as of Q2 2026.
Jamison Private Wealth Management bought 17 Novartis shares in Q2 2026, an estimated $2.55K.
Novartis made up 0.27% of Jamison Private Wealth Management's portfolio in Q2 2026, its #79 holding.
Jamison Private Wealth Management first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.