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ORG Wealth Partners’s Novartis NVS Stock Holding History

ORG Wealth Partners’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 		$290K Buy
1,853
+4
+0.2% +$600 0.04% 214
2026
Q1 		$282K Buy
1,849
+33
+2% +$5.06K 0.06% 184
2025
Q4 		$250K Hold
1,816
– – 0.06% 178
2025
Q3 		$233K Buy
+1,816
New +$222K 0.05% 189
2025
Q1 		– Sell
-33
Closed -$3.21K – 794
2024
Q4 		$3.21K Hold
33
– – ﹤0.01% 455
2024
Q3 		$3.79K Buy
+33
New +$3.74K ﹤0.01% 418

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ORG Wealth Partners's NVS Position: Q2 2026 in Review

ORG Wealth Partners increased its Novartis (NVS) stake by 0.22% in Q2 2026, buying an estimated $600 and bringing the position to 1,853 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #214.

ORG Wealth Partners first reported a position in NVS in Q3 2024 and has held it in 6 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • ORG Wealth Partners held 1,853 shares of Novartis worth $290K as of Q2 2026.
  • ORG Wealth Partners bought 4 Novartis shares in Q2 2026, an estimated $600.
  • Novartis made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #214 holding.
  • ORG Wealth Partners first reported a position in Novartis in Q3 2024 and has held it in 6 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.