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Physician Wealth Advisors’s Novartis NVS Stock Holding History

Physician 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 		$251K Buy
1,603
+12
+0.8% +$1.8K 0.03% 188
2026
Q1 		$243K Buy
1,591
+25
+2% +$3.83K 0.03% 172
2025
Q4 		$216K Buy
1,566
+24
+2% +$3.14K 0.03% 189
2025
Q3 		$198K Buy
1,542
+1
+0.1% +$122 0.03% 198
2025
Q2 		$186K Buy
1,541
+85
+6% +$9.58K 0.03% 197
2025
Q1 		$162K Buy
1,456
+15
+1% +$1.6K 0.03% 204
2024
Q4 		$140K Buy
+1,441
New +$154K 0.02% 217
2024
Q2 		– Sell
-2,204
Closed -$205K – 185
2024
Q1 		$205K Buy
2,204
+70
+3% +$7.18K 0.04% 165
2023
Q4 		$231K Hold
2,134
– – 0.05% 144
2023
Q3 		$208K Hold
2,134
– – 0.05% 138
2023
Q2 		$211K Sell
2,134
-652
-23% -$65.2K 0.05% 144
2023
Q1 		$273K Sell
2,786
-64
-2% -$5.59K 0.07% 119
2022
Q4 		$262K Sell
2,850
-30
-1% -$2.53K 0.07% 126
2022
Q3 		$223K Hold
2,880
– – 0.07% 136
2022
Q2 		$247K Sell
2,880
-149
-5% -$13.1K 0.07% 128
2022
Q1 		$267K Sell
3,029
-109
-3% -$9.44K 0.07% 130
2021
Q4 		$280K Sell
3,138
-517
-14% -$42.9K 0.07% 134
2021
Q3 		$305K Sell
3,655
-386
-10% -$34.7K 0.08% 119
2021
Q2 		$368K Sell
4,041
-9
-0.2% -$801 0.11% 101
2021
Q1 		$353K Buy
4,050
+101
+3% +$9.06K 0.11% 98
2020
Q4 		$353K Sell
3,949
-213
-5% -$18.6K 0.12% 94
2020
Q3 		$332K Buy
4,162
+46
+1% +$3.98K 0.13% 90
2020
Q2 		$339K Buy
4,116
+90
+2% +$7.77K 0.14% 92
2020
Q1 		$355K Sell
4,026
-50
-1% -$4.46K 0.18% 74
2019
Q4 		$382K Buy
4,076
+213
+6% +$19.1K 0.17% 72
2019
Q3 		$353K Buy
+3,863
New +$347K 0.17% 71

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Physician Wealth Advisors increased its Novartis (NVS) stake by 0.75% in Q2 2026, buying an estimated $1.8K and bringing the position to 1,603 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #188.

Physician Wealth Advisors first reported a position in NVS in Q3 2019 and has held it in 26 quarters since. The position peaked at $382K in Q4 2019. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Physician Wealth Advisors held 1,603 shares of Novartis worth $251K as of Q2 2026.
  • Physician Wealth Advisors bought 12 Novartis shares in Q2 2026, an estimated $1.8K.
  • Novartis made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • Physician Wealth Advisors first reported a position in Novartis in Q3 2019 and has held it in 26 quarters since.
  • Physician Wealth Advisors's Novartis position peaked at $382K in Q4 2019.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.