JWM
NVS icon

JPL Wealth Management’s Novartis NVS Stock Holding History

JPL 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 		$25.5K Buy
162
+4
+3% +$600 0.01% 388
2026
Q1 		$24.2K Buy
+158
New +$24.2K 0.01% 360
2025
Q4 		– Sell
-91
Closed -$11.7K – 786
2025
Q3 		$11.7K Buy
+91
New +$11.1K ﹤0.01% 513

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

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

JPL Wealth Management increased its Novartis (NVS) stake by 2.5% in Q2 2026, buying an estimated $600 and bringing the position to 162 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #388.

JPL Wealth Management first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • JPL Wealth Management held 162 shares of Novartis worth $25.5K as of Q2 2026.
  • JPL Wealth Management bought 4 Novartis shares in Q2 2026, an estimated $600.
  • Novartis made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #388 holding.
  • JPL Wealth Management first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.