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Quotient Wealth Partners’s Novartis NVS Stock Holding History

Quotient Wealth Partners’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 		$298K Buy
1,901
+318
+20% +$47.7K 0.01% 312
2026
Q1 		$242K Buy
+1,583
New +$243K 0.01% 332

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Quotient Wealth Partners's NVS Position: Q2 2026 in Review

Quotient Wealth Partners increased its Novartis (NVS) stake by 20% in Q2 2026, buying an estimated $47.7K and bringing the position to 1,901 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #312.

Quotient Wealth Partners first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Quotient Wealth Partners held 1,901 shares of Novartis worth $298K as of Q2 2026.
  • Quotient Wealth Partners bought 318 Novartis shares in Q2 2026, an estimated $47.7K.
  • Novartis made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #312 holding.
  • Quotient Wealth Partners first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.