PWG
NVS icon

Portside Wealth Group’s Novartis NVS Stock Holding History

Portside Wealth 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 		$1.94M Buy
12,409
+1,857
+18% +$278K 0.23% 94
2026
Q1 		$1.61M Buy
10,552
+2,946
+39% +$452K 0.22% 112
2025
Q4 		$1.05M Buy
7,606
+1,476
+24% +$193K 0.14% 162
2025
Q3 		$786K Buy
6,130
+945
+18% +$115K 0.11% 198
2025
Q2 		$627K Buy
5,185
+563
+12% +$63.5K 0.09% 211
2025
Q1 		$515K Sell
4,622
-495
-10% -$52.7K 0.08% 222
2024
Q4 		$498K Buy
5,117
+742
+17% +$79.1K 0.08% 227
2024
Q3 		$503K Buy
4,375
+1,375
+46% +$156K 0.09% 225
2024
Q2 		$319K Buy
3,000
+99
+3% +$9.94K 0.06% 266
2024
Q1 		$281K Buy
2,901
+166
+6% +$17K 0.05% 286
2023
Q4 		$276K Buy
2,735
+330
+14% +$31.9K 0.05% 279
2023
Q3 		$244K Buy
+2,405
New +$244K 0.05% 284

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Portside Wealth Group's NVS Position: Q2 2026 in Review

Portside Wealth Group increased its Novartis (NVS) stake by 18% in Q2 2026, buying an estimated $278K and bringing the position to 12,409 shares worth $1.94M. The position accounts for 0.23% of the portfolio, ranked #94.

Portside Wealth Group first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Portside Wealth Group held 12,409 shares of Novartis worth $1.94M as of Q2 2026.
  • Portside Wealth Group bought 1,857 Novartis shares in Q2 2026, an estimated $278K.
  • Novartis made up 0.23% of Portside Wealth Group's portfolio in Q2 2026, its #94 holding.
  • Portside Wealth Group first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.