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Mitchell & Pahl Private Wealth’s Novartis NVS Stock Holding History

Mitchell & Pahl Private Wealth’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 		$3.65M Buy
23,278
+347
+2% +$52K 1.34% 15
2026
Q1 		$3.5M Buy
22,931
+582
+3% +$89.2K 1.42% 12
2025
Q4 		$3.08M Sell
22,349
-72
-0.3% -$9.43K 1.28% 17
2025
Q3 		$2.88M Sell
22,421
-123
-0.5% -$15K 1.21% 22
2025
Q2 		$2.73M Buy
22,544
+319
+1% +$36K 1.21% 27
2025
Q1 		$2.48M Buy
22,225
+41
+0.2% +$4.37K 1.16% 30
2024
Q4 		$2.16M Buy
22,184
+1,219
+6% +$130K 1.01% 38
2024
Q3 		$2.41M Sell
20,965
-59
-0.3% -$6.7K 1.12% 27
2024
Q2 		$2.24M Sell
21,024
-42
-0.2% -$4.22K 1.18% 22
2024
Q1 		$2.04M Buy
21,066
+395
+2% +$40.5K 1.07% 29
2023
Q4 		$2.09M Sell
20,671
-560
-3% -$54.1K 1.18% 23
2023
Q3 		$2.16M Buy
21,231
+1,269
+6% +$129K 1.28% 18
2023
Q2 		$2.01M Buy
19,962
+387
+2% +$38.7K 1.22% 20
2023
Q1 		$1.8M Buy
19,575
+468
+2% +$40.9K 1.13% 23
2022
Q4 		$1.73M Buy
19,107
+291
+2% +$24.5K 1.14% 22
2022
Q3 		$1.43M Buy
18,816
+548
+3% +$45.4K 1.06% 25
2022
Q2 		$1.54M Buy
18,268
+805
+5% +$70.6K 1.07% 24
2022
Q1 		$1.53M Buy
17,463
+956
+6% +$82.8K 0.98% 30
2021
Q4 		$1.44M Buy
16,507
+542
+3% +$45K 0.93% 31
2021
Q3 		$1.31M Buy
15,965
+178
+1% +$16K 0.94% 33
2021
Q2 		$1.44M Buy
15,787
+285
+2% +$25.4K 1.03% 30
2021
Q1 		$1.32M Buy
15,502
+382
+3% +$34.3K 1.03% 30
2020
Q4 		$1.43M Buy
+15,120
New +$1.32M 1.2% 24

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

Mitchell & Pahl Private Wealth's NVS Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Novartis (NVS) stake by 1.5% in Q2 2026, buying an estimated $52K and bringing the position to 23,278 shares worth $3.65M. The position accounts for 1.34% of the portfolio, ranked #15.

Mitchell & Pahl Private Wealth first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 23,278 shares of Novartis worth $3.65M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 347 Novartis shares in Q2 2026, an estimated $52K.
  • Novartis made up 1.34% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.