Outlook Wealth Advisors’s Novartis NVS Stock Holding History

Outlook Wealth Advisors’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	$356K	Sell	2,271 -1	-0%	-$150	0.08%	229
2026 Q1	$347K	Buy	2,272 +2	+0.1%	+$307	0.08%	220
2025 Q4	$313K	Buy	2,270 +34	+2%	+$4.45K	0.07%	234
2025 Q3	$287K	Buy	+2,236	New	+$273K	0.07%	241

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

Outlook Wealth Advisors's NVS Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Novartis (NVS) stake by 0.04% in Q2 2026, selling an estimated $150 and leaving 2,271 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #229.

Outlook Wealth Advisors first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Outlook Wealth Advisors held 2,271 shares of Novartis worth $356K as of Q2 2026.
Outlook Wealth Advisors sold 1 Novartis share in Q2 2026, an estimated $150.
Novartis made up 0.08% of Outlook Wealth Advisors's portfolio in Q2 2026, its #229 holding.
Outlook Wealth Advisors first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.