Paces Ferry Wealth Advisors’s Novartis NVS Stock Holding History

Paces Ferry 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	$452K	Sell	2,881 -146	-5%	-$21.9K	0.17%	78
2026 Q1	$462K	Sell	3,027 -1	-0%	-$153	0.19%	68
2025 Q4	$417K	Sell	3,028 -56	-2%	-$7.33K	0.17%	79
2025 Q3	$395K	Hold	3,084	–	–	0.16%	74
2025 Q2	$373K	Sell	3,084 -155	-5%	-$17.5K	0.17%	74
2025 Q1	$361K	Sell	3,239 -186	-5%	-$19.8K	0.18%	78
2024 Q4	$333K	Sell	3,425 -155	-4%	-$16.5K	0.16%	83
2024 Q3	$412K	Sell	3,580 -17	-0.5%	-$1.93K	0.24%	69
2024 Q2	$383K	Sell	3,597 -88	-2%	-$8.83K	0.23%	74
2024 Q1	$356K	Sell	3,685 -262	-7%	-$26.9K	0.23%	75
2023 Q4	$399K	Sell	3,947 -12	-0.3%	-$1.16K	0.28%	69
2023 Q3	$403K	Sell	3,959 -147	-4%	-$14.9K	0.32%	63
2023 Q2	$414K	Sell	4,106 -142	-3%	-$14.2K	0.31%	62
2023 Q1	$391K	Sell	4,248 -1,755	-29%	-$153K	0.32%	67
2022 Q4	$545K	Sell	6,003 -773	-11%	-$65.1K	0.53%	39
2022 Q3	$515K	Sell	6,776 -2	-0%	-$166	0.56%	40
2022 Q2	$573K	Sell	6,778 -646	-9%	-$56.7K	0.56%	41
2022 Q1	$651K	Buy	7,424 +1,739	+31%	+$151K	0.52%	43
2021 Q4	$497K	Sell	5,685 -2,229	-28%	-$185K	0.36%	58
2021 Q3	$647K	Sell	7,914 -497	-6%	-$44.7K	0.52%	43
2021 Q2	$767K	Buy	8,411 +41	+0.5%	+$3.65K	0.59%	45
2021 Q1	$715K	Buy	8,370 +597	+8%	+$53.6K	0.62%	44
2020 Q4	$734K	Buy	7,773 +2,144	+38%	+$187K	0.67%	41
2020 Q3	$489K	Buy	+5,629	New	+$488K	0.43%	51

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

Paces Ferry Wealth Advisors's NVS Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Novartis (NVS) stake by 4.8% in Q2 2026, selling an estimated $21.9K and leaving 2,881 shares worth $452K. The position accounts for 0.17% of the portfolio, ranked #78.

Paces Ferry Wealth Advisors first reported a position in NVS in Q3 2020 and has held it in 24 quarters since. The position peaked at $767K in Q2 2021. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Paces Ferry Wealth Advisors held 2,881 shares of Novartis worth $452K as of Q2 2026.
Paces Ferry Wealth Advisors sold 146 Novartis shares in Q2 2026, an estimated $21.9K.
Novartis made up 0.17% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Paces Ferry Wealth Advisors first reported a position in Novartis in Q3 2020 and has held it in 24 quarters since.
Paces Ferry Wealth Advisors's Novartis position peaked at $767K in Q2 2021.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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