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Journey Advisory Group’s Novartis NVS Stock Holding History

Journey Advisory Group’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 		$272K Hold
1,737
– – 0.02% 247
2026
Q1 		$265K Sell
1,737
-300
-15% -$46K 0.02% 223
2025
Q4 		$281K Buy
+2,037
New +$267K 0.02% 231

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Journey Advisory Group's NVS Position: Q2 2026 in Review

Journey Advisory Group held its Novartis (NVS) position steady in Q2 2026 at 1,737 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #247.

Journey Advisory Group first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 1,179 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Journey Advisory Group held 1,737 shares of Novartis worth $272K as of Q2 2026.
  • Journey Advisory Group left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #247 holding.
  • Journey Advisory Group first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Journey Advisory Group's Novartis position peaked at $281K in Q4 2025.
  • 1,179 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.