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Liberty Wealth Management’s Novartis NVS Stock Holding History

Liberty 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 		$337K Hold
2,205
– – 0.04% 186
2026
Q1 		$337K Buy
2,205
+23
+1% +$3.53K 0.04% 186
2025
Q4 		$301K Buy
2,182
+305
+16% +$39.9K 0.04% 191
2025
Q3 		$241K Buy
1,877
+28
+2% +$3.42K 0.03% 213
2025
Q2 		$234K Sell
1,849
-200
-10% -$22.5K 0.04% 201
2025
Q1 		$228K Sell
2,049
-502
-20% -$53.4K 0.04% 142
2024
Q4 		$248K Buy
2,551
+296
+13% +$31.6K 0.04% 174
2024
Q3 		$259K Buy
+2,255
New +$256K 0.04% 173
2024
Q2 		– Sell
-2,474
Closed -$239K – 242
2024
Q1 		$239K Sell
2,474
-353
-12% -$36.2K 0.05% 165
2023
Q4 		$285K Sell
2,827
-15
-0.5% -$1.45K 0.06% 137
2023
Q3 		$290K Buy
2,842
+42
+2% +$4.26K 0.07% 135
2023
Q2 		$250K Sell
2,800
-1,980
-41% -$198K 0.06% 157
2023
Q1 		$426K Buy
+4,780
New +$417K 0.09% 137
2021
Q4 		– Sell
-3,147
Closed -$258K – 792
2021
Q3 		$258K Buy
3,147
+661
+27% +$59.5K 0.09% 136
2021
Q2 		$227K Buy
2,486
+115
+5% +$10.2K 0.09% 118
2021
Q1 		$212K Hold
2,371
– – 0.1% 104
2020
Q4 		$212K Buy
2,371
+91
+4% +$7.95K 0.1% 103
2020
Q3 		$198K Buy
2,280
+529
+30% +$45.8K 0.12% 96
2020
Q2 		$153K Buy
1,751
+111
+7% +$9.58K 0.11% 109
2020
Q1 		$135K Sell
1,640
-2,257
-58% -$201K 0.12% 111
2019
Q4 		$369K Buy
3,897
+50
+1% +$4.49K 0.29% 67
2019
Q3 		$334K Sell
3,847
-216
-5% -$19.4K 0.32% 60
2019
Q2 		$371K Buy
4,063
+204
+5% +$17.3K 0.33% 65
2019
Q1 		$332K Buy
3,859
+2,454
+175% +$197K 0.25% 60
2018
Q4 		$108K Buy
+1,405
New +$109K 0.08% 125

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

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

Liberty Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 2,205 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #186.

Liberty Wealth Management first reported a position in NVS in Q4 2018 and has held it in 25 quarters since. The position peaked at $426K in Q1 2023. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Liberty Wealth Management held 2,205 shares of Novartis worth $337K as of Q2 2026.
  • Liberty Wealth Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Liberty Wealth Management first reported a position in Novartis in Q4 2018 and has held it in 25 quarters since.
  • Liberty Wealth Management's Novartis position peaked at $426K in Q1 2023.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.