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Juncture Wealth Strategies’s Novartis NVS Stock Holding History

Juncture Wealth Strategies’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
2015
Q4 		– Sell
-8,482
Closed -$11K – 85
2015
Q3 		$11K Buy
8,482
+8,396
+9,763% +$747K 0.01% 83
2015
Q2 		$26K Buy
+86
New +$7.89K 0.02% 78

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Juncture Wealth Strategies's NVS Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Novartis (NVS) stake by 12% in Q2 2026, selling an estimated $42.7K and leaving 1,998 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #145.

Juncture Wealth Strategies first reported a position in NVS in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.65M in Q4 2014. 786 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Juncture Wealth Strategies held 1,998 shares of Novartis worth $313K as of Q2 2026.
  • Juncture Wealth Strategies sold 285 Novartis shares in Q2 2026, an estimated $42.7K.
  • Novartis made up 0.08% of Juncture Wealth Strategies's portfolio in Q2 2026, its #145 holding.
  • Juncture Wealth Strategies first reported a position in Novartis in Q4 2014 and has held it in 38 quarters since.
  • Juncture Wealth Strategies's Novartis position peaked at $1.65M in Q4 2014.
  • 786 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.