Redwood Wealth Management Group’s Novartis NVS Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-1,815	Closed	-$277K	–	81
2026 Q1	$277K	Hold	1,815	–	–	0.12%	139
2025 Q4	$250K	Sell	1,815 -98	-5%	-$12.8K	0.1%	156
2025 Q3	$245K	Sell	1,913 -150	-7%	-$18.3K	0.1%	155
2025 Q2	$250K	Sell	2,063 -80	-4%	-$9.02K	0.11%	156
2025 Q1	$239K	Sell	2,143 -75	-3%	-$7.98K	0.12%	143
2024 Q4	$216K	Sell	2,218 -130	-6%	-$13.9K	0.11%	152
2024 Q3	$270K	Hold	2,348	–	–	0.13%	135
2024 Q2	$250K	Sell	2,348 -10	-0.4%	-$1K	0.19%	102
2024 Q1	$228K	Sell	2,358 -10	-0.4%	-$1.02K	0.24%	106
2023 Q4	$239K	Hold	2,368	–	–	0.27%	103
2023 Q3	$241K	Sell	2,368 -330	-12%	-$33.5K	0.28%	101
2023 Q2	$272K	Sell	2,698 -55	-2%	-$5.5K	0.3%	95
2023 Q1	$253K	Sell	2,753 -200	-7%	-$17.5K	0.29%	106
2022 Q4	$268K	Buy	+2,953	New	+$249K	0.33%	87

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

Redwood Wealth Management Group's NVS Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,815 shares — an estimated $277K sold.

Redwood Wealth Management Group first reported a position in NVS in Q4 2022 and held it in 14 quarters. The position peaked at $277K in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Redwood Wealth Management Group reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 1,815 Novartis shares in Q2 2026, an estimated $277K.
Redwood Wealth Management Group first reported a position in Novartis in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's Novartis position peaked at $277K in Q1 2026.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.