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Lodestone Wealth Management’s Novartis NVS Stock Holding History

Lodestone 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 		$100K Hold
641
– – 0.04% 237
2026
Q1 		$97.9K Hold
641
– – 0.04% 222
2025
Q4 		$88.4K Buy
+641
New +$83.9K 0.04% 230

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

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

Lodestone Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 641 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #237.

Lodestone Wealth Management first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Lodestone Wealth Management held 641 shares of Novartis worth $100K as of Q2 2026.
  • Lodestone Wealth Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Lodestone Wealth Management first reported a position in Novartis in Q4 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 Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.