MWM
NVS icon

Mosley Wealth Management’s Novartis NVS Stock Holding History

Mosley 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 		$18.6K Sell
119
-1
-0.8% -$150 0.01% 328
2026
Q1 		$15.4K Buy
+120
New +$18.4K 0.01% 274
2024
Q4 		$303K Buy
2,948
+420
+17% +$44.8K 0.19% 95
2024
Q3 		$293K Buy
2,528
+290
+13% +$32.9K 0.2% 92
2024
Q2 		$238K Buy
2,238
+105
+5% +$10.5K 0.2% 89
2024
Q1 		$206K Sell
2,133
-83
-4% -$8.51K 0.19% 92
2023
Q4 		$224K Buy
+2,216
New +$214K 0.22% 87

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

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

Mosley Wealth Management reduced its Novartis (NVS) stake by 0.83% in Q2 2026, selling an estimated $150 and leaving 119 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #328.

Mosley Wealth Management first reported a position in NVS in Q4 2023 and has held it in 7 quarters since. The position peaked at $303K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mosley Wealth Management held 119 shares of Novartis worth $18.6K as of Q2 2026.
  • Mosley Wealth Management sold 1 Novartis share in Q2 2026, an estimated $150.
  • Novartis made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Mosley Wealth Management first reported a position in Novartis in Q4 2023 and has held it in 7 quarters since.
  • Mosley Wealth Management's Novartis position peaked at $303K in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.