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Marks Group Wealth Management’s Novartis NVS Stock Holding History

Marks Group 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 		$227K Sell
1,450
-168
-10% -$25.2K 0.02% 341
2026
Q1 		$247K Sell
1,618
-178
-10% -$27.3K 0.02% 315
2025
Q4 		$248K Buy
1,796
+160
+10% +$21K 0.02% 307
2025
Q3 		$210K Buy
+1,636
New +$200K 0.02% 289
2024
Q1 		– Sell
-2,417
Closed -$244K – 305
2023
Q4 		$244K Sell
2,417
-313
-11% -$30.2K 0.03% 275
2023
Q3 		$278K Buy
2,730
+593
+28% +$60.2K 0.03% 246
2023
Q2 		$216K Buy
+2,137
New +$214K 0.03% 268
2023
Q1 		– Sell
-3,146
Closed -$285K – 287
2022
Q4 		$285K Buy
+3,146
New +$265K 0.04% 246
2021
Q1 		– Sell
-3,185
Closed -$301K – 263
2020
Q4 		$301K Sell
3,185
-49
-2% -$4.28K 0.05% 212
2020
Q3 		$281K Sell
3,234
-94
-3% -$8.14K 0.05% 205
2020
Q2 		$290K Buy
3,328
+278
+9% +$24K 0.06% 193
2020
Q1 		$252K Buy
3,050
+320
+12% +$28.6K 0.07% 190
2019
Q4 		$258K Buy
+2,730
New +$245K 0.05% 214

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

Marks Group Wealth Management's NVS Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Novartis (NVS) stake by 10% in Q2 2026, selling an estimated $25.2K and leaving 1,450 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #341.

Marks Group Wealth Management first reported a position in NVS in Q4 2019 and has held it in 13 quarters since. The position peaked at $301K in Q4 2020. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Marks Group Wealth Management held 1,450 shares of Novartis worth $227K as of Q2 2026.
  • Marks Group Wealth Management sold 168 Novartis shares in Q2 2026, an estimated $25.2K.
  • Novartis made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Marks Group Wealth Management first reported a position in Novartis in Q4 2019 and has held it in 13 quarters since.
  • Marks Group Wealth Management's Novartis position peaked at $301K in Q4 2020.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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