Red Door Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$283K Buy
1,807
+329
+22% +$49.3K 0.03% 264
2026
Q1
$226K Buy
+1,478
New +$227K 0.02% 274
2021
Q3
Sell
-634
Closed -$57K 455
2021
Q2
$57K Buy
+634
New +$56.5K 0.02% 248
2020
Q3
Sell
-242
Closed -$21K 306
2020
Q2
$21K Hold
242
0.02% 246
2020
Q1
$19K Buy
+242
New +$21.6K 0.02% 232

Other funds holding NVS

Red Door Wealth Management's NVS Position: Q2 2026 in Review

Red Door Wealth Management increased its Novartis (NVS) stake by 22% in Q2 2026, buying an estimated $49.3K and bringing the position to 1,807 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #264.

Red Door Wealth Management first reported a position in NVS in Q1 2020 and has held it in 5 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Red Door Wealth Management held 1,807 shares of Novartis worth $283K as of Q2 2026.
  • Red Door Wealth Management bought 329 Novartis shares in Q2 2026, an estimated $49.3K.
  • Novartis made up 0.03% of Red Door Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Red Door Wealth Management first reported a position in Novartis in Q1 2020 and has held it in 5 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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