Parr McKnight Wealth Management Group’s Novartis NVS Stock Holding History

Parr McKnight Wealth Management Group’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	$2.92M	Sell	18,651 -3,319	-15%	-$498K	0.35%	95
2026 Q1	$3.36M	Sell	21,970 -784	-3%	-$120K	0.44%	76
2025 Q4	$3.14M	Sell	22,754 -464	-2%	-$60.8K	0.41%	82
2025 Q3	$2.98M	Sell	23,218 -216	-0.9%	-$26.4K	0.39%	81
2025 Q2	$2.84M	Sell	23,434 -451	-2%	-$50.8K	0.39%	85
2025 Q1	$2.66M	Buy	23,885 +3,149	+15%	+$335K	0.38%	82
2024 Q4	$2.02M	Buy	+20,736	New	+$2.21M	0.29%	96

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

Parr McKnight Wealth Management Group's NVS Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its Novartis (NVS) stake by 15% in Q2 2026, selling an estimated $498K and leaving 18,651 shares worth $2.92M. The position accounts for 0.35% of the portfolio, ranked #95.

Parr McKnight Wealth Management Group first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Parr McKnight Wealth Management Group held 18,651 shares of Novartis worth $2.92M as of Q2 2026.
Parr McKnight Wealth Management Group sold 3,319 Novartis shares in Q2 2026, an estimated $498K.
Novartis made up 0.35% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #95 holding.
Parr McKnight Wealth Management Group first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Novartis position peaked at $3.36M in Q1 2026.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.