MONECO Advisors’s Novartis NVS Stock Holding History

MONECO 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	$409K	Buy	2,613 +44	+2%	+$6.6K	0.03%	403
2026 Q1	$392K	Sell	2,569 -45	-2%	-$6.9K	0.03%	352
2025 Q4	$360K	Hold	2,614	–	–	0.03%	361
2025 Q3	$335K	Sell	2,614 -21	-0.8%	-$2.56K	0.03%	379
2025 Q2	$319K	Buy	2,635 +32	+1%	+$3.61K	0.03%	369
2025 Q1	$290K	Buy	+2,603	New	+$277K	0.03%	365
2024 Q4	–	Sell	-1,847	Closed	-$212K	–	481
2024 Q3	$212K	Sell	1,847 -190	-9%	-$21.6K	0.03%	413
2024 Q2	$217K	Buy	+2,037	New	+$204K	0.03%	393
2024 Q1	–	Sell	-2,095	Closed	-$211K	–	415
2023 Q4	$211K	Sell	2,095 -44	-2%	-$4.25K	0.04%	359
2023 Q3	$218K	Buy	2,139 +2	+0.1%	+$203	0.06%	305
2023 Q2	$216K	Buy	+2,137	New	+$214K	0.06%	308

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

MONECO Advisors's NVS Position: Q2 2026 in Review

MONECO Advisors increased its Novartis (NVS) stake by 1.7% in Q2 2026, buying an estimated $6.6K and bringing the position to 2,613 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #403.

MONECO Advisors first reported a position in NVS in Q2 2023 and has held it in 11 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

MONECO Advisors held 2,613 shares of Novartis worth $409K as of Q2 2026.
MONECO Advisors bought 44 Novartis shares in Q2 2026, an estimated $6.6K.
Novartis made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #403 holding.
MONECO Advisors first reported a position in Novartis in Q2 2023 and has held it in 11 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.