Pacific Excel Wealth Advisors’s Novartis NVS Stock Holding History

Pacific Excel 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	$472K	Buy	+3,012	New	+$452K	0.18%	103

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

Pacific Excel Wealth Advisors's NVS Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Novartis (NVS) in Q2 2026: 3,012 shares worth $472K. The stake represents 0.18% of the portfolio and ranks #103 among its holdings.

1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Pacific Excel Wealth Advisors held 3,012 shares of Novartis worth $472K as of Q2 2026.
Novartis was a new Pacific Excel Wealth Advisors position in Q2 2026.
Novartis made up 0.18% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #103 holding.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.