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

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

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. 1,620 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.
1,620 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.