Modern Wealth Management’s Novartis NVS Stock Holding History

Modern 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	$1.43M	Sell	9,144 -234	-2%	-$35.1K	0.02%	440
2026 Q1	$1.45M	Sell	9,378 -663	-7%	-$102K	0.02%	349
2025 Q4	$1.38M	Buy	10,041 +163	+2%	+$21.3K	0.03%	353
2025 Q3	$1.27M	Buy	9,878 +342	+4%	+$41.7K	0.03%	343
2025 Q2	$1.15M	Buy	9,536 +1,781	+23%	+$201K	0.03%	345
2025 Q1	$864K	Buy	+7,755	New	+$826K	0.03%	323
2024 Q4	–	Sell	-1,791	Closed	-$206K	–	596
2024 Q3	$206K	Buy	+1,791	New	+$203K	0.01%	414

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

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

Modern Wealth Management reduced its Novartis (NVS) stake by 2.5% in Q2 2026, selling an estimated $35.1K and leaving 9,144 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #440.

Modern Wealth Management first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Modern Wealth Management held 9,144 shares of Novartis worth $1.43M as of Q2 2026.
Modern Wealth Management sold 234 Novartis shares in Q2 2026, an estimated $35.1K.
Novartis made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #440 holding.
Modern Wealth Management first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
Modern Wealth Management's Novartis position peaked at $1.45M in Q1 2026.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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