MBM Wealth Consultants’s Novartis NVS Stock Holding History

MBM Wealth Consultants’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	–	Sell	-9	Closed	-$1.38K	–	285
2026 Q1	$1.38K	Buy	+9	New	+$1.38K	﹤0.01%	323

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

MBM Wealth Consultants's NVS Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Novartis (NVS) in Q2 2026, closing a stake of 9 shares — an estimated $1.38K sold.

MBM Wealth Consultants first reported a position in NVS in Q1 2026 and held it in 1 quarter. The position peaked at $1.38K in Q1 2026. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

MBM Wealth Consultants reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 9 Novartis shares in Q2 2026, an estimated $1.38K.
MBM Wealth Consultants first reported a position in Novartis in Q1 2026 and held it in 1 quarter.
MBM Wealth Consultants's Novartis position peaked at $1.38K in Q1 2026.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.