Meridian Wealth Advisors’s Novartis NVS Stock Holding History

Meridian 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	$408K	Hold	2,601	–	–	0.05%	153
2026 Q1	$397K	Hold	2,601	–	–	0.05%	149
2025 Q4	$359K	Hold	2,601	–	–	0.05%	141
2025 Q3	$334K	Hold	2,601	–	–	0.05%	147
2025 Q2	$315K	Hold	2,601	–	–	0.05%	146
2025 Q1	$290K	Hold	2,601	–	–	0.05%	147
2024 Q4	$253K	Hold	2,601	–	–	0.04%	158
2024 Q3	$299K	Hold	2,601	–	–	0.05%	148
2024 Q2	$277K	Hold	2,601	–	–	0.05%	152
2024 Q1	$252K	Hold	2,601	–	–	0.05%	158
2023 Q4	$263K	Hold	2,601	–	–	0.06%	155
2023 Q3	$265K	Sell	2,601 -15	-0.6%	-$1.52K	0.07%	153
2023 Q2	$264K	Buy	2,616 +15	+0.6%	+$1.5K	0.06%	153
2023 Q1	$239K	Hold	2,601	–	–	0.06%	166
2022 Q4	$236K	Buy	+2,601	New	+$219K	0.06%	170
2022 Q3	–	Sell	-2,601	Closed	-$220K	–	194
2022 Q2	$220K	Buy	+2,601	New	+$228K	0.06%	177
2020 Q1	–	Sell	-2,399	Closed	-$227K	–	160
2019 Q4	$227K	Sell	2,399 -62	-3%	-$5.56K	0.09%	143
2019 Q3	$214K	Buy	+2,461	New	+$221K	0.09%	142
2019 Q1	–	Sell	-448	Closed	-$34K	–	316
2018 Q4	$34K	Buy	+448	New	+$34.9K	0.03%	304

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

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

Meridian Wealth Advisors held its Novartis (NVS) position steady in Q2 2026 at 2,601 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #153.

Meridian Wealth Advisors first reported a position in NVS in Q4 2018 and has held it in 19 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Meridian Wealth Advisors held 2,601 shares of Novartis worth $408K as of Q2 2026.
Meridian Wealth Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.05% of Meridian Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Meridian Wealth Advisors first reported a position in Novartis in Q4 2018 and has held it in 19 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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