Marotta Asset Management’s Novartis NVS Stock Holding History

Marotta Asset 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	$979K	Sell	6,351 -140	-2%	-$21K	0.16%	55
2026 Q1	$1.01M	Sell	6,491 -3	-0%	-$460	0.19%	54
2025 Q4	$895K	Sell	6,494 -78	-1%	-$10.2K	0.17%	56
2025 Q3	$866K	Sell	6,572 -51	-0.8%	-$6.22K	0.16%	56
2025 Q2	$801K	Sell	6,623 -647	-9%	-$72.9K	0.16%	56
2025 Q1	$836K	Buy	7,270 +267	+4%	+$28.4K	0.16%	61
2024 Q4	$680K	Sell	7,003 -267	-4%	-$28.5K	0.14%	62
2024 Q3	$836K	Sell	7,270 -108	-1%	-$12.3K	0.16%	61
2024 Q2	$786K	Sell	7,378 -114	-2%	-$11.4K	0.16%	57
2024 Q1	$725K	Sell	7,492 -71	-0.9%	-$7.28K	0.15%	59
2023 Q4	$764K	Sell	7,563 -142	-2%	-$13.7K	0.16%	58
2023 Q3	$785K	Sell	7,705 -36	-0.5%	-$3.65K	0.18%	55
2023 Q2	$781K	Buy	+7,741	New	+$774K	0.17%	53
2022 Q4	$715K	Sell	7,882 -122	-2%	-$10.3K	0.17%	58
2022 Q3	$608K	Sell	8,004 -105	-1%	-$8.7K	0.16%	56
2022 Q2	$684K	Hold	8,109	–	–	0.17%	58
2022 Q1	$712K	Buy	8,109 +44	+0.5%	+$3.81K	0.17%	61
2021 Q4	$705K	Buy	8,065 +170	+2%	+$14.1K	0.16%	54
2021 Q3	$646K	Buy	7,895 +115	+1%	+$10.3K	0.16%	54
2021 Q2	$713K	Buy	7,780 +1,142	+17%	+$102K	0.17%	55
2021 Q1	$571K	Buy	+6,638	New	+$596K	0.15%	53

Other funds holding NVS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Marotta Asset Management's NVS Position: Q2 2026 in Review

Marotta Asset Management reduced its Novartis (NVS) stake by 2.2% in Q2 2026, selling an estimated $21K and leaving 6,351 shares worth $979K. The position accounts for 0.16% of the portfolio, ranked #55.

Marotta Asset Management first reported a position in NVS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.01M in Q1 2026. 786 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Marotta Asset Management held 6,351 shares of Novartis worth $979K as of Q2 2026.
Marotta Asset Management sold 140 Novartis shares in Q2 2026, an estimated $21K.
Novartis made up 0.16% of Marotta Asset Management's portfolio in Q2 2026, its #55 holding.
Marotta Asset Management first reported a position in Novartis in Q1 2021 and has held it in 21 quarters since.
Marotta Asset Management's Novartis position peaked at $1.01M in Q1 2026.
786 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.