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Maia Wealth’s Novartis NVS Stock Holding History

Maia 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 		$328K Sell
2,096
-267
-11% -$40K 0.05% 282
2026
Q1 		$361K Sell
2,363
-154
-6% -$23.6K 0.06% 263
2025
Q4 		$406K Sell
2,517
-116
-4% -$15.2K 0.07% 248
2025
Q3 		$335K Buy
2,633
+47
+2% +$5.74K 0.06% 261
2025
Q2 		$313K Sell
2,586
-700
-21% -$78.9K 0.06% 253
2025
Q1 		$360K Buy
3,286
+22
+0.7% +$2.34K 0.08% 208
2024
Q4 		$337K Buy
3,264
+896
+38% +$95.5K 0.07% 213
2024
Q3 		$268K Buy
+2,368
New +$269K 0.07% 207

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

Maia Wealth's NVS Position: Q2 2026 in Review

Maia Wealth reduced its Novartis (NVS) stake by 11% in Q2 2026, selling an estimated $40K and leaving 2,096 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #282.

Maia Wealth first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. The position peaked at $406K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Maia Wealth held 2,096 shares of Novartis worth $328K as of Q2 2026.
  • Maia Wealth sold 267 Novartis shares in Q2 2026, an estimated $40K.
  • Novartis made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #282 holding.
  • Maia Wealth first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
  • Maia Wealth's Novartis position peaked at $406K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.