Marietta Wealth Management’s Novartis NVS Stock Holding History

Marietta 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	$275K	Sell	1,753 -33	-2%	-$4.95K	0.03%	126
2026 Q1	$273K	Buy	1,786 +33	+2%	+$5.06K	0.03%	122
2025 Q4	$242K	Hold	1,753	–	–	0.03%	117
2025 Q3	$225K	Buy	+1,753	New	+$214K	0.03%	117
2018 Q4	–	Sell	-9,031	Closed	-$697K	–	118
2018 Q3	$697K	Sell	9,031 -80	-0.9%	-$5.91K	0.31%	81
2018 Q2	$617K	Buy	9,111 +276	+3%	+$19K	0.3%	82
2018 Q1	$640K	Sell	8,835 -62	-0.7%	-$4.72K	0.34%	75
2017 Q4	$669K	Buy	8,897 +443	+5%	+$33.4K	0.36%	72
2017 Q3	$650K	Sell	8,454 -2,059	-20%	-$156K	0.36%	73
2017 Q2	$786K	Buy	10,513 +317	+3%	+$22.5K	0.48%	70
2017 Q1	$679K	Sell	10,196 -159	-2%	-$10.6K	0.45%	73
2016 Q4	$676K	Buy	+10,355	New	+$672K	0.54%	67

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

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

Marietta Wealth Management reduced its Novartis (NVS) stake by 1.8% in Q2 2026, selling an estimated $4.95K and leaving 1,753 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #126.

Marietta Wealth Management first reported a position in NVS in Q4 2016 and has held it in 12 quarters since. The position peaked at $786K in Q2 2017. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Marietta Wealth Management held 1,753 shares of Novartis worth $275K as of Q2 2026.
Marietta Wealth Management sold 33 Novartis shares in Q2 2026, an estimated $4.95K.
Novartis made up 0.03% of Marietta Wealth Management's portfolio in Q2 2026, its #126 holding.
Marietta Wealth Management first reported a position in Novartis in Q4 2016 and has held it in 12 quarters since.
Marietta Wealth Management's Novartis position peaked at $786K in Q2 2017.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.