Prestige Wealth Management Group’s Novartis NVS Stock Holding History

Prestige 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	$205K	Hold	1,305	–	–	0.04%	163
2026 Q1	$199K	Hold	1,305	–	–	0.04%	160
2025 Q4	$180K	Buy	1,305 +880	+207%	+$115K	0.03%	167
2025 Q3	$54.5K	Hold	425	–	–	0.01%	253
2025 Q2	$51.4K	Hold	425	–	–	0.01%	255
2025 Q1	$49K	Hold	425	–	–	0.01%	249
2024 Q4	$41.4K	Hold	425	–	–	0.01%	278
2024 Q3	$48.9K	Hold	425	–	–	0.01%	250
2024 Q2	$45.2K	Hold	425	–	–	0.01%	231
2024 Q1	$43.1K	Sell	425 -190	-31%	-$19.5K	0.01%	270
2023 Q4	$62.1K	Hold	615	–	–	0.01%	228
2023 Q3	$62.6K	Hold	615	–	–	0.02%	217
2023 Q2	$62.1K	Hold	615	–	–	0.01%	247
2023 Q1	$56.6K	Hold	615	–	–	0.01%	235
2022 Q4	$55.8K	Sell	615 -14	-2%	-$1.18K	0.01%	246
2022 Q3	$48K	Sell	629 -27	-4%	-$2.24K	0.01%	234
2022 Q2	$55K	Sell	656 -21	-3%	-$1.84K	0.01%	229
2022 Q1	$59K	Sell	677 -19	-3%	-$1.65K	0.01%	233
2021 Q4	$61K	Hold	696	–	–	0.01%	247
2021 Q3	$57K	Sell	696 -8	-1%	-$720	0.01%	243
2021 Q2	$64K	Hold	704	–	–	0.02%	224
2021 Q1	$61K	Hold	704	–	–	0.02%	230
2020 Q4	$66K	Sell	704 -70	-9%	-$6.12K	0.02%	219
2020 Q3	$67K	Hold	774	–	–	0.02%	212
2020 Q2	$68K	Sell	774 -15	-2%	-$1.29K	0.02%	189
2020 Q1	$65K	Buy	789 +174	+28%	+$15.5K	0.03%	152
2019 Q4	$58K	Sell	615 -11	-2%	-$987	0.03%	193
2019 Q3	$54K	Buy	626 +11	+2%	+$988	0.03%	192
2019 Q2	$56K	Sell	615 -71	-10%	-$6.01K	0.03%	186
2019 Q1	$59K	Sell	686 -259	-27%	-$20.8K	0.04%	182
2018 Q4	$73K	Buy	+945	New	+$73.6K	0.05%	164

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

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

Prestige Wealth Management Group held its Novartis (NVS) position steady in Q2 2026 at 1,305 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #163.

Prestige Wealth Management Group first reported a position in NVS in Q4 2018 and has held it in 31 quarters since. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Prestige Wealth Management Group held 1,305 shares of Novartis worth $205K as of Q2 2026.
Prestige Wealth Management Group left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.04% of Prestige Wealth Management Group's portfolio in Q2 2026, its #163 holding.
Prestige Wealth Management Group first reported a position in Novartis in Q4 2018 and has held it in 31 quarters since.
1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.