Mattern Wealth Management’s Novartis NVS Stock Holding History

Mattern 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	$256K	Buy	1,633 +33	+2%	+$4.95K	0.04%	160
2026 Q1	$244K	Sell	1,600 -16	-1%	-$2.45K	0.05%	137
2025 Q4	$223K	Sell	1,616 -93	-5%	-$12.2K	0.04%	145
2025 Q3	$219K	Hold	1,709	–	–	0.04%	149
2025 Q2	$207K	Buy	+1,709	New	+$193K	0.04%	156
2024 Q4	–	Sell	-3,325	Closed	-$382K	–	177
2024 Q3	$382K	Sell	3,325 -74	-2%	-$8.4K	0.08%	125
2024 Q2	$362K	Sell	3,399 -433	-11%	-$43.5K	0.09%	126
2024 Q1	$371K	Hold	3,832	–	–	0.09%	128
2023 Q4	$387K	Sell	3,832 -53	-1%	-$5.12K	0.1%	124
2023 Q3	$396K	Sell	3,885 -12	-0.3%	-$1.22K	0.12%	117
2023 Q2	$393K	Sell	3,897 -53	-1%	-$5.3K	0.11%	119
2023 Q1	$363K	Sell	3,950 -79	-2%	-$6.9K	0.12%	128
2022 Q4	$366K	Hold	4,029	–	–	0.15%	118
2022 Q3	$306K	Hold	4,029	–	–	0.12%	120
2022 Q2	$341K	Hold	4,029	–	–	0.13%	111
2022 Q1	$354K	Sell	4,029 -85	-2%	-$7.36K	0.12%	114
2021 Q4	$360K	Sell	4,114 -446	-10%	-$37K	0.11%	125
2021 Q3	$373K	Sell	4,560 -535	-11%	-$48.1K	0.13%	123
2021 Q2	$467K	Sell	5,095 -759	-13%	-$67.6K	0.15%	117
2021 Q1	$500K	Sell	5,854 -5,638	-49%	-$506K	0.18%	105
2020 Q4	$1.08M	Sell	11,492 -872	-7%	-$76.2K	0.41%	72
2020 Q3	$1.07M	Sell	12,364 -636	-5%	-$55.1K	0.46%	66
2020 Q2	$1.14M	Buy	13,000 +1,600	+14%	+$138K	0.55%	58
2020 Q1	$940K	Buy	11,400 +1,245	+12%	+$111K	0.68%	50
2019 Q4	$962K	Buy	+10,155	New	+$911K	0.58%	68

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

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

Mattern Wealth Management increased its Novartis (NVS) stake by 2.1% in Q2 2026, buying an estimated $4.95K and bringing the position to 1,633 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #160.

Mattern Wealth Management first reported a position in NVS in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.14M in Q2 2020. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Mattern Wealth Management held 1,633 shares of Novartis worth $256K as of Q2 2026.
Mattern Wealth Management bought 33 Novartis shares in Q2 2026, an estimated $4.95K.
Novartis made up 0.04% of Mattern Wealth Management's portfolio in Q2 2026, its #160 holding.
Mattern Wealth Management first reported a position in Novartis in Q4 2019 and has held it in 25 quarters since.
Mattern Wealth Management's Novartis position peaked at $1.14M in Q2 2020.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.