Lantern Wealth Advisors’s Novartis NVS Stock Holding History

Lantern Wealth Advisors’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	$486K	Hold	3,100	–	–	0.22%	107
2026 Q1	$474K	Hold	3,100	–	–	0.24%	108
2025 Q4	$427K	Hold	3,100	–	–	0.23%	107
2025 Q3	$398K	Buy	3,100 +200	+7%	+$24.4K	0.21%	108
2025 Q2	$351K	Buy	+2,900	New	+$327K	0.21%	105
2024 Q4	$701K	Hold	7,200	–	–	0.45%	57
2024 Q3	$828K	Hold	7,200	–	–	0.57%	48
2024 Q2	$767K	Sell	7,200 -200	-3%	-$20.1K	0.56%	47
2024 Q1	$716K	Sell	7,400 -100	-1%	-$10.3K	0.5%	54
2023 Q4	$757K	Buy	+7,500	New	+$724K	0.59%	48

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

Lantern Wealth Advisors's NVS Position: Q2 2026 in Review

Lantern Wealth Advisors held its Novartis (NVS) position steady in Q2 2026 at 3,100 shares worth $486K. The position accounts for 0.22% of the portfolio, ranked #107.

Lantern Wealth Advisors first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. The position peaked at $828K in Q3 2024. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Lantern Wealth Advisors held 3,100 shares of Novartis worth $486K as of Q2 2026.
Lantern Wealth Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.22% of Lantern Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Lantern Wealth Advisors first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Novartis position peaked at $828K in Q3 2024.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.