Principia Wealth Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Principia Wealth Advisory's NVS Position: Q2 2026 in Review
Principia Wealth Advisory increased its Novartis (NVS) stake by 7.7% in Q2 2026, buying an estimated $1.65K and bringing the position to 154 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #169.
Principia Wealth Advisory first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Principia Wealth Advisory held 154 shares of Novartis worth $24.1K as of Q2 2026.
- Principia Wealth Advisory bought 11 Novartis shares in Q2 2026, an estimated $1.65K.
- Novartis made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #169 holding.
- Principia Wealth Advisory first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
- 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.