NewEdge Wealth’s Novartis NVS Stock Holding History

NewEdge Wealth’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	$90.8M	Buy	579,486 +32,981	+6%	+$4.94M	0.91%	19
2026 Q1	$83.5M	Buy	546,505 +41,166	+8%	+$6.31M	0.99%	18
2025 Q4	$69.7M	Buy	505,339 +18,875	+4%	+$2.47M	0.79%	24
2025 Q3	$61.1M	Buy	486,464 +20,548	+4%	+$2.51M	0.88%	19
2025 Q2	$54M	Buy	465,916 +34,078	+8%	+$3.84M	0.85%	20
2025 Q1	$48.1M	Buy	431,838 +7,190	+2%	+$765K	0.87%	22
2024 Q4	$41.3M	Buy	424,648 +32,398	+8%	+$3.45M	0.72%	31
2024 Q3	$45.1M	Buy	392,250 +28,190	+8%	+$3.2M	0.81%	24
2024 Q2	$38.8M	Buy	364,060 +9,050	+3%	+$908K	0.84%	25
2024 Q1	$34.6M	Buy	355,010 +30,109	+9%	+$3.09M	0.78%	28
2023 Q4	$32.8M	Buy	324,901 +43,106	+15%	+$4.16M	0.84%	27
2023 Q3	$28.7M	Buy	281,795 +43,547	+18%	+$4.42M	0.91%	22
2023 Q2	$24M	Buy	238,248 +111,719	+88%	+$11.2M	0.8%	29
2023 Q1	$11.6M	Buy	126,529 +13,847	+12%	+$1.21M	0.44%	62
2022 Q4	$10.2M	Buy	112,682 +6,682	+6%	+$563K	0.44%	68
2022 Q3	$8.06M	Buy	106,000 +9,209	+10%	+$763K	0.38%	77
2022 Q2	$8.18M	Buy	96,791 +14,333	+17%	+$1.26M	0.37%	71
2022 Q1	$7.24M	Buy	82,458 +9,094	+12%	+$787K	0.32%	85
2021 Q4	$6.42M	Buy	73,364 +4,924	+7%	+$409K	0.27%	92
2021 Q3	$5.6M	Buy	68,440 +2,782	+4%	+$250K	0.33%	82
2021 Q2	$5.99M	Buy	65,658 +6,338	+11%	+$564K	0.46%	73
2021 Q1	$5.07M	Buy	59,320 +41,929	+241%	+$3.76M	0.5%	64
2020 Q4	$1.64M	Buy	+17,391	New	+$1.52M	0.51%	60

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

NewEdge Wealth's NVS Position: Q2 2026 in Review

NewEdge Wealth increased its Novartis (NVS) stake by 6% in Q2 2026, buying an estimated $4.94M and bringing the position to 579,486 shares worth $90.8M. The position accounts for 0.91% of the portfolio, ranked #19.

NewEdge Wealth first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

NewEdge Wealth held 579,486 shares of Novartis worth $90.8M as of Q2 2026.
NewEdge Wealth bought 32,981 Novartis shares in Q2 2026, an estimated $4.94M.
Novartis made up 0.91% of NewEdge Wealth's portfolio in Q2 2026, its #19 holding.
NewEdge Wealth first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.