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Retirement Wealth Solutions’s Novartis NVS Stock Holding History

Retirement Wealth Solutions’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 		$40.1K Hold
256
– – 0.02% 109
2026
Q1 		$39.1K Sell
256
-21
-8% -$3.22K 0.02% 99
2025
Q4 		$38.2K Hold
277
– – 0.02% 107
2025
Q3 		$35.5K Buy
277
+42
+18% +$5.13K 0.02% 113
2025
Q2 		$28.4K Hold
235
– – 0.02% 125
2025
Q1 		$26.2K Buy
235
+6
+3% +$639 0.02% 113
2024
Q4 		$22.7K Buy
+229
New +$24.4K 0.02% 134

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

Retirement Wealth Solutions's NVS Position: Q2 2026 in Review

Retirement Wealth Solutions held its Novartis (NVS) position steady in Q2 2026 at 256 shares worth $40.1K. The position accounts for 0.02% of the portfolio, ranked #109.

Retirement Wealth Solutions first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Retirement Wealth Solutions held 256 shares of Novartis worth $40.1K as of Q2 2026.
  • Retirement Wealth Solutions left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #109 holding.
  • Retirement Wealth Solutions first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.