Jeppson Wealth Management’s Novartis NVS Stock Holding History

Jeppson 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	$920K	Sell	5,873 -165	-3%	-$24.7K	0.27%	86
2026 Q1	$922K	Hold	6,038	–	–	0.29%	82
2025 Q4	$832K	Hold	6,038	–	–	0.26%	88
2025 Q3	$774K	Sell	6,038 -10	-0.2%	-$1.22K	0.25%	90
2025 Q2	$732K	Sell	6,048 -30	-0.5%	-$3.38K	0.25%	88
2025 Q1	$678K	Hold	6,078	–	–	0.25%	93
2024 Q4	$591K	Sell	6,078 -275	-4%	-$29.3K	0.21%	106
2024 Q3	$731K	Hold	6,353	–	–	0.26%	92
2024 Q2	$676K	Buy	6,353 +40	+0.6%	+$4.01K	0.26%	90
2024 Q1	$611K	Sell	6,313 -64	-1%	-$6.56K	0.24%	101
2023 Q4	$644K	Hold	6,377	–	–	0.27%	92
2023 Q3	$650K	Sell	6,377 -100	-2%	-$10.2K	0.3%	84
2023 Q2	$654K	Sell	6,477 -405	-6%	-$40.5K	0.28%	88
2023 Q1	$633K	Buy	6,882 +134	+2%	+$11.7K	0.28%	92
2022 Q4	$612K	Buy	6,748 +1,052	+18%	+$88.6K	0.26%	90
2022 Q3	$433K	Buy	5,696 +905	+19%	+$75K	0.2%	111
2022 Q2	$405K	Buy	+4,791	New	+$420K	0.17%	112
2020 Q4	–	Sell	-600	Closed	-$52K	–	344
2020 Q3	$52K	Buy	+600	New	+$52K	0.04%	219

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

Jeppson Wealth Management's NVS Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Novartis (NVS) stake by 2.7% in Q2 2026, selling an estimated $24.7K and leaving 5,873 shares worth $920K. The position accounts for 0.27% of the portfolio, ranked #86.

Jeppson Wealth Management first reported a position in NVS in Q3 2020 and has held it in 18 quarters since. The position peaked at $922K in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Jeppson Wealth Management held 5,873 shares of Novartis worth $920K as of Q2 2026.
Jeppson Wealth Management sold 165 Novartis shares in Q2 2026, an estimated $24.7K.
Novartis made up 0.27% of Jeppson Wealth Management's portfolio in Q2 2026, its #86 holding.
Jeppson Wealth Management first reported a position in Novartis in Q3 2020 and has held it in 18 quarters since.
Jeppson Wealth Management's Novartis position peaked at $922K in Q1 2026.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.