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Modera Wealth Management’s Novartis NVS Stock Holding History

Modera Wealth Management’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 		$956K Buy
6,102
+1,177
+24% +$176K 0.01% 355
2026
Q1 		$752K Sell
4,925
-473
-9% -$72.5K 0.01% 366
2025
Q4 		$744K Buy
5,398
+141
+3% +$18.5K 0.01% 382
2025
Q3 		$674K Buy
5,257
+2
+0% +$244 0.01% 403
2025
Q2 		$636K Sell
5,255
-146
-3% -$16.5K 0.01% 404
2025
Q1 		$602K Sell
5,401
-375
-6% -$39.9K 0.01% 398
2024
Q4 		$562K Buy
5,776
+341
+6% +$36.4K 0.01% 414
2024
Q3 		$625K Buy
5,435
+150
+3% +$17K 0.01% 375
2024
Q2 		$563K Sell
5,285
-2,464
-32% -$247K 0.01% 377
2024
Q1 		$750K Sell
7,749
-30
-0.4% -$3.08K 0.01% 336
2023
Q4 		$785K Buy
7,779
+223
+3% +$21.5K 0.01% 316
2023
Q3 		$770K Buy
7,556
+98
+1% +$9.95K 0.01% 308
2023
Q2 		$753K Buy
7,458
+3,200
+75% +$320K 0.01% 320
2023
Q1 		$392K Sell
4,258
-600
-12% -$52.4K 0.02% 247
2022
Q4 		$441K Buy
4,858
+660
+16% +$55.6K 0.02% 227
2022
Q3 		$319K Sell
4,198
-188
-4% -$15.6K 0.02% 234
2022
Q2 		$371K Buy
4,386
+136
+3% +$11.9K 0.02% 230
2022
Q1 		$373K Buy
+4,250
New +$368K 0.02% 246
2021
Q2 		– Sell
-3,039
Closed -$260K – 246
2021
Q1 		$260K Buy
3,039
+761
+33% +$68.3K 0.02% 190
2020
Q4 		$215K Buy
+2,278
New +$199K 0.02% 219

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Modera Wealth Management's NVS Position: Q2 2026 in Review

Modera Wealth Management increased its Novartis (NVS) stake by 24% in Q2 2026, buying an estimated $176K and bringing the position to 6,102 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #355.

Modera Wealth Management first reported a position in NVS in Q4 2020 and has held it in 20 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Modera Wealth Management held 6,102 shares of Novartis worth $956K as of Q2 2026.
  • Modera Wealth Management bought 1,177 Novartis shares in Q2 2026, an estimated $176K.
  • Novartis made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Modera Wealth Management first reported a position in Novartis in Q4 2020 and has held it in 20 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.