Private Wealth Asset Management’s Novartis NVS Stock Holding History

Private Wealth Asset Management’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	$615K	Sell	3,927 -200	-5%	-$30K	0.06%	171
2026 Q1	$630K	Hold	4,127	–	–	0.07%	153
2025 Q4	$569K	Hold	4,127	–	–	0.06%	159
2025 Q3	$529K	Buy	4,127 +5	+0.1%	+$610	0.06%	158
2025 Q2	$499K	Hold	4,122	–	–	0.07%	159
2025 Q1	$460K	Buy	+4,122	New	+$439K	0.07%	157

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

Private Wealth Asset Management's NVS Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Novartis (NVS) stake by 4.8% in Q2 2026, selling an estimated $30K and leaving 3,927 shares worth $615K. The position accounts for 0.06% of the portfolio, ranked #171.

Private Wealth Asset Management first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $630K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Private Wealth Asset Management held 3,927 shares of Novartis worth $615K as of Q2 2026.
Private Wealth Asset Management sold 200 Novartis shares in Q2 2026, an estimated $30K.
Novartis made up 0.06% of Private Wealth Asset Management's portfolio in Q2 2026, its #171 holding.
Private Wealth Asset Management first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Novartis position peaked at $630K in Q1 2026.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.