Provenance Wealth Advisors’s Novartis NVS Stock Holding History

Provenance Wealth Advisors’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	$99.8K	Buy	637 +137	+27%	+$20.5K	0.01%	180
2026 Q1	$76.4K	Hold	500	–	–	0.01%	179
2025 Q4	$68.9K	Hold	500	–	–	0.01%	182
2025 Q3	$64.1K	Hold	500	–	–	0.01%	198
2025 Q2	$60.5K	Hold	500	–	–	0.01%	198
2025 Q1	$55.7K	Hold	500	–	–	0.01%	217
2024 Q4	$48.7K	Hold	500	–	–	0.01%	225
2024 Q3	$57.5K	Hold	500	–	–	0.01%	227
2024 Q2	$53.2K	Hold	500	–	–	0.01%	211
2024 Q1	$48.4K	Sell	500 -55	-10%	-$5.64K	0.01%	228
2023 Q4	$56K	Buy	555 +55	+11%	+$5.31K	0.01%	197
2023 Q3	$50.9K	Buy	+500	New	+$50.8K	0.01%	176

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

Provenance Wealth Advisors's NVS Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Novartis (NVS) stake by 27% in Q2 2026, buying an estimated $20.5K and bringing the position to 637 shares worth $99.8K. The position accounts for 0.01% of the portfolio, ranked #180.

Provenance Wealth Advisors first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Provenance Wealth Advisors held 637 shares of Novartis worth $99.8K as of Q2 2026.
Provenance Wealth Advisors bought 137 Novartis shares in Q2 2026, an estimated $20.5K.
Novartis made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #180 holding.
Provenance Wealth Advisors first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.