Nvest Wealth Strategies’s Novartis NVS Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-5	Closed	-$764	–	406
2026 Q1	$764	Buy	+5	New	+$766	﹤0.01%	240

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Nvest Wealth Strategies's NVS Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Novartis (NVS) in Q2 2026, closing a stake of 5 shares — an estimated $764 sold.

Nvest Wealth Strategies first reported a position in NVS in Q1 2026 and held it in 1 quarter. The position peaked at $764 in Q1 2026. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Nvest Wealth Strategies reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 5 Novartis shares in Q2 2026, an estimated $764.
Nvest Wealth Strategies first reported a position in Novartis in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's Novartis position peaked at $764 in Q1 2026.
1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.