Lyell Wealth Management’s Novartis NVS Stock Holding History

Lyell 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	$220K	Hold	1,405	–	–	0.01%	224
2026 Q1	$215K	Buy	+1,405	New	+$215K	0.02%	206
2023 Q2	–	Sell	-2,800	Closed	-$258K	–	194
2023 Q1	$258K	Hold	2,800	–	–	0.04%	177
2022 Q4	$254K	Hold	2,800	–	–	0.04%	170
2022 Q3	$213K	Hold	2,800	–	–	0.04%	180
2022 Q2	$237K	Hold	2,800	–	–	0.04%	172
2022 Q1	$246K	Buy	+2,800	New	+$242K	0.03%	181

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

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

Lyell Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 1,405 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #224.

Lyell Wealth Management first reported a position in NVS in Q1 2022 and has held it in 7 quarters since. The position peaked at $258K in Q1 2023. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Lyell Wealth Management held 1,405 shares of Novartis worth $220K as of Q2 2026.
Lyell Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #224 holding.
Lyell Wealth Management first reported a position in Novartis in Q1 2022 and has held it in 7 quarters since.
Lyell Wealth Management's Novartis position peaked at $258K in Q1 2023.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.