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Medallion Wealth Advisors’s Novartis NVS Stock Holding History

Medallion 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 		$41.5K Sell
265
-58
-18% -$8.7K 0.01% 499
2026
Q1 		$49.3K Buy
323
+58
+22% +$8.89K 0.02% 476
2025
Q4 		$36.5K Buy
265
+37
+16% +$4.84K 0.01% 520
2025
Q3 		$29.2K Hold
228
– – 0.01% 565
2025
Q2 		$28.1K Hold
228
– – 0.01% 559
2025
Q1 		$25K Hold
228
– – 0.01% 540
2024
Q4 		$22.2K Buy
+228
New +$24.3K 0.01% 547

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Medallion Wealth Advisors's NVS Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Novartis (NVS) stake by 18% in Q2 2026, selling an estimated $8.7K and leaving 265 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #499.

Medallion Wealth Advisors first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.3K in Q1 2026. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Medallion Wealth Advisors held 265 shares of Novartis worth $41.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 58 Novartis shares in Q2 2026, an estimated $8.7K.
  • Novartis made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #499 holding.
  • Medallion Wealth Advisors first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Novartis position peaked at $49.3K in Q1 2026.
  • 1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.