Quaker Wealth Management’s Novartis NVS Stock Holding History

Quaker 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	$55.2K	Hold	352	–	–	0.02%	160
2026 Q1	$53.8K	Sell	352 -29	-8%	-$4.45K	0.02%	158
2025 Q4	$52.5K	Buy	381 +29	+8%	+$3.8K	0.02%	161
2025 Q3	$45.1K	Hold	352	–	–	0.01%	173
2025 Q2	$42.6K	Buy	+352	New	+$39.7K	0.01%	172

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

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

Quaker Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 352 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #160.

Quaker Wealth Management first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Quaker Wealth Management held 352 shares of Novartis worth $55.2K as of Q2 2026.
Quaker Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.02% of Quaker Wealth Management's portfolio in Q2 2026, its #160 holding.
Quaker Wealth Management first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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