Madson Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Madson Wealth Advisors's NVS Position: Q2 2026 in Review
Madson Wealth Advisors increased its Novartis (NVS) stake by 11% in Q2 2026, buying an estimated $111K and bringing the position to 7,299 shares worth $1.14M. The position accounts for 0.78% of the portfolio, ranked #29.
Madson Wealth Advisors first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Madson Wealth Advisors held 7,299 shares of Novartis worth $1.14M as of Q2 2026.
- Madson Wealth Advisors bought 740 Novartis shares in Q2 2026, an estimated $111K.
- Novartis made up 0.78% of Madson Wealth Advisors's portfolio in Q2 2026, its #29 holding.
- Madson Wealth Advisors first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
- 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.