Proathlete Wealth Management’s Novartis NVS Stock Holding History

Proathlete Wealth 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	$25.4K	Hold	162	–	–	0.01%	136
2026 Q1	$24.7K	Hold	162	–	–	0.01%	135
2025 Q4	$22.3K	Hold	162	–	–	0.01%	145
2025 Q3	$20.8K	Sell	162 -13	-7%	-$1.59K	0.01%	139
2025 Q2	$21.2K	Buy	175 +13	+8%	+$1.47K	0.01%	149
2025 Q1	$18.1K	Buy	+162	New	+$17.2K	0.01%	141

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

Proathlete Wealth Management's NVS Position: Q2 2026 in Review

Proathlete Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 162 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #136.

Proathlete Wealth Management first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Proathlete Wealth Management held 162 shares of Novartis worth $25.4K as of Q2 2026.
Proathlete Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #136 holding.
Proathlete Wealth Management first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.