Marshall & Sterling Wealth Advisors’s Novartis NVS Stock Holding History

Marshall & Sterling Wealth Advisors’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	$81.1K	Buy	518 +3	+0.6%	+$450	0.05%	129
2026 Q1	$78.6K	Buy	515 +11	+2%	+$1.69K	0.05%	122
2025 Q4	$69.5K	Sell	504 -1	-0.2%	-$131	0.05%	123
2025 Q3	$64.7K	Hold	505	–	–	0.04%	150
2025 Q2	$61K	Buy	505 +15	+3%	+$1.69K	0.04%	138
2025 Q1	$54.6K	Sell	490 -49	-9%	-$5.22K	0.04%	142
2024 Q4	$52.4K	Buy	+539	New	+$57.5K	0.04%	124

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

Marshall & Sterling Wealth Advisors's NVS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Novartis (NVS) stake by 0.58% in Q2 2026, buying an estimated $450 and bringing the position to 518 shares worth $81.1K. The position accounts for 0.05% of the portfolio, ranked #129.

Marshall & Sterling Wealth Advisors first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Marshall & Sterling Wealth Advisors held 518 shares of Novartis worth $81.1K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 3 Novartis shares in Q2 2026, an estimated $450.
Novartis made up 0.05% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Marshall & Sterling Wealth Advisors first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.