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Resonant Capital Advisors’s Novartis NVS Stock Holding History

Resonant Capital 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 		$941K Sell
6,007
-157
-3% -$23.5K 0.05% 193
2026
Q1 		$942K Buy
6,164
+1,524
+33% +$234K 0.05% 180
2025
Q4 		$640K Buy
4,640
+54
+1% +$7.07K 0.04% 216
2025
Q3 		$588K Buy
4,586
+675
+17% +$82.4K 0.03% 225
2025
Q2 		$473K Buy
3,911
+322
+9% +$36.3K 0.03% 246
2025
Q1 		$414K Buy
3,589
+913
+34% +$97.2K 0.03% 237
2024
Q4 		$260K Buy
2,676
+162
+6% +$17.3K 0.02% 295
2024
Q3 		$289K Buy
2,514
+9
+0.4% +$1.02K 0.02% 286
2024
Q2 		$267K Sell
2,505
-29
-1% -$2.91K 0.02% 292
2024
Q1 		$255K Buy
+2,534
New +$260K 0.02% 294
2020
Q3 		– Sell
-2,783
Closed -$243K – 173
2020
Q2 		$243K Hold
2,783
– – 0.07% 160
2020
Q1 		$229K Sell
2,783
-34
-1% -$3.03K 0.08% 174
2019
Q4 		$267K Buy
+2,817
New +$253K 0.08% 178

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Resonant Capital Advisors's NVS Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Novartis (NVS) stake by 2.5% in Q2 2026, selling an estimated $23.5K and leaving 6,007 shares worth $941K. The position accounts for 0.05% of the portfolio, ranked #193.

Resonant Capital Advisors first reported a position in NVS in Q4 2019 and has held it in 13 quarters since. The position peaked at $942K in Q1 2026. 786 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Resonant Capital Advisors held 6,007 shares of Novartis worth $941K as of Q2 2026.
  • Resonant Capital Advisors sold 157 Novartis shares in Q2 2026, an estimated $23.5K.
  • Novartis made up 0.05% of Resonant Capital Advisors's portfolio in Q2 2026, its #193 holding.
  • Resonant Capital Advisors first reported a position in Novartis in Q4 2019 and has held it in 13 quarters since.
  • Resonant Capital Advisors's Novartis position peaked at $942K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.