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Live Oak Private Wealth’s Novartis NVS Stock Holding History

Live Oak Private Wealth’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 		$11.4M Sell
72,426
-2,912
-4% -$437K 1.42% 20
2026
Q1 		$11.5M Sell
75,338
-1,254
-2% -$192K 1.6% 19
2025
Q4 		$10.6M Sell
76,592
-488
-0.6% -$63.9K 1.44% 22
2025
Q3 		$9.88M Buy
77,080
+465
+0.6% +$56.7K 1.38% 24
2025
Q2 		$9.27M Sell
76,615
-69
-0.1% -$7.78K 1.38% 25
2025
Q1 		$8.55M Buy
76,684
+1,207
+2% +$128K 1.39% 27
2024
Q4 		$7.34M Sell
75,477
-696
-0.9% -$74.2K 1.23% 31
2024
Q3 		$8.76M Sell
76,173
-3,150
-4% -$357K 1.42% 23
2024
Q2 		$8.44M Sell
79,323
-1,072
-1% -$108K 1.45% 20
2024
Q1 		$7.78M Sell
80,395
-328
-0.4% -$33.6K 1.35% 25
2023
Q4 		$8.15M Sell
80,723
-528
-0.6% -$51K 1.53% 24
2023
Q3 		$8.28M Buy
81,251
+130
+0.2% +$13.2K 1.76% 17
2023
Q2 		$8.19M Sell
81,121
-365
-0.4% -$36.5K 1.63% 21
2023
Q1 		$7.5M Buy
81,486
+6,006
+8% +$525K 1.55% 24
2022
Q4 		$6.85M Buy
75,480
+901
+1% +$75.9K 1.42% 29
2022
Q3 		$5.67M Buy
74,579
+899
+1% +$74.5K 1.27% 32
2022
Q2 		$6.23M Buy
73,680
+1,734
+2% +$152K 1.31% 22
2022
Q1 		$6.31M Buy
71,946
+2,588
+4% +$224K 1.22% 33
2021
Q4 		$6.07M Buy
69,358
+2,792
+4% +$232K 1.14% 37
2021
Q3 		$5.44M Buy
66,566
+5,141
+8% +$463K 1.11% 39
2021
Q2 		$5.6M Buy
61,425
+3,564
+6% +$317K 1.24% 35
2021
Q1 		$4.95M Buy
57,861
+5,518
+11% +$495K 1.21% 36
2020
Q4 		$4.94M Buy
52,343
+4,274
+9% +$373K 1.39% 31
2020
Q3 		$4.18M Sell
48,069
-233
-0.5% -$20.2K 1.44% 32
2020
Q2 		$4.22M Buy
48,302
+45,418
+1,575% +$3.92M 1.53% 27
2020
Q1 		$238K Buy
+2,884
New +$257K 0.24% 64

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

Live Oak Private Wealth's NVS Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Novartis (NVS) stake by 3.9% in Q2 2026, selling an estimated $437K and leaving 72,426 shares worth $11.4M. The position accounts for 1.42% of the portfolio, ranked #20.

Live Oak Private Wealth first reported a position in NVS in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.5M in Q1 2026. 1,619 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Live Oak Private Wealth held 72,426 shares of Novartis worth $11.4M as of Q2 2026.
  • Live Oak Private Wealth sold 2,912 Novartis shares in Q2 2026, an estimated $437K.
  • Novartis made up 1.42% of Live Oak Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Live Oak Private Wealth first reported a position in Novartis in Q1 2020 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Novartis position peaked at $11.5M in Q1 2026.
  • 1,619 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.