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Net Worth Advisory Group’s Novartis NVS Stock Holding History

Net Worth Advisory Group’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 		$716K Sell
4,571
-185
-4% -$27.7K 0.18% 135
2026
Q1 		$726K Sell
4,756
-283
-6% -$43.4K 0.15% 146
2025
Q4 		$695K Sell
5,039
-1,570
-24% -$206K 0.14% 161
2025
Q3 		$848K Sell
6,609
-404
-6% -$49.3K 0.25% 79
2025
Q2 		$849K Buy
7,013
+431
+7% +$48.6K 0.19% 102
2025
Q1 		$734K Sell
6,582
-469
-7% -$49.9K 0.23% 94
2024
Q4 		$686K Sell
7,051
-99
-1% -$10.6K 0.21% 105
2024
Q3 		$822K Buy
+7,150
New +$811K 0.24% 77

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Net Worth Advisory Group's NVS Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Novartis (NVS) stake by 3.9% in Q2 2026, selling an estimated $27.7K and leaving 4,571 shares worth $716K. The position accounts for 0.18% of the portfolio, ranked #135.

Net Worth Advisory Group first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. The position peaked at $849K in Q2 2025. 325 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Net Worth Advisory Group held 4,571 shares of Novartis worth $716K as of Q2 2026.
  • Net Worth Advisory Group sold 185 Novartis shares in Q2 2026, an estimated $27.7K.
  • Novartis made up 0.18% of Net Worth Advisory Group's portfolio in Q2 2026, its #135 holding.
  • Net Worth Advisory Group first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Novartis position peaked at $849K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.