N.E.W. Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
N.E.W. Advisory Services's NVS Position: Q2 2026 in Review
N.E.W. Advisory Services increased its Novartis (NVS) stake by 14% in Q2 2026, buying an estimated $4.2K and bringing the position to 235 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #417.
N.E.W. Advisory Services first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- N.E.W. Advisory Services held 235 shares of Novartis worth $36.8K as of Q2 2026.
- N.E.W. Advisory Services bought 28 Novartis shares in Q2 2026, an estimated $4.2K.
- Novartis made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #417 holding.
- N.E.W. Advisory Services first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.