Measured Wealth Private Client Group’s Novartis NVS Stock Holding History

Measured Wealth Private Client Group’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	$40.6K	Hold	259	–	–	0.01%	358
2026 Q1	$39.6K	Hold	259	–	–	0.01%	330
2025 Q4	$35.7K	Hold	259	–	–	0.01%	358
2025 Q3	$33.2K	Buy	+259	New	+$31.6K	0.01%	366
2020 Q4	–	Sell	-2,778	Closed	-$242K	–	137
2020 Q3	$242K	Buy	+2,778	New	+$241K	0.12%	107
2020 Q1	–	Sell	-2,638	Closed	-$250K	–	114
2019 Q4	$250K	Sell	2,638 -760	-22%	-$68.2K	0.17%	84
2019 Q3	$295K	Sell	3,398 -3,040	-47%	-$273K	0.19%	82
2019 Q2	$588K	Sell	6,438 -1,517	-19%	-$128K	0.34%	55
2019 Q1	$685K	Buy	7,955 +1,739	+28%	+$140K	0.42%	44
2018 Q4	$478K	Sell	6,216 -62	-1%	-$4.83K	0.43%	38
2018 Q3	$485K	Buy	6,278 +107	+2%	+$7.91K	0.29%	50
2018 Q2	$417K	Buy	+6,171	New	+$426K	0.34%	57

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

Measured Wealth Private Client Group's NVS Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Novartis (NVS) position steady in Q2 2026 at 259 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #358.

Measured Wealth Private Client Group first reported a position in NVS in Q2 2018 and has held it in 12 quarters since. The position peaked at $685K in Q1 2019. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Measured Wealth Private Client Group held 259 shares of Novartis worth $40.6K as of Q2 2026.
Measured Wealth Private Client Group left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #358 holding.
Measured Wealth Private Client Group first reported a position in Novartis in Q2 2018 and has held it in 12 quarters since.
Measured Wealth Private Client Group's Novartis position peaked at $685K in Q1 2019.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.