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Revisor Wealth Management’s Novartis NVS Stock Holding History

Revisor Wealth Management’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 		$527K Sell
3,364
-62
-2% -$9.29K 0.13% 185
2026
Q1 		$523K Sell
3,426
-1,031
-23% -$158K 0.14% 156
2025
Q4 		$631K Buy
4,457
+2,118
+91% +$277K 0.17% 142
2025
Q3 		$307K Buy
2,339
+35
+2% +$4.27K 0.11% 206
2025
Q2 		$285K Buy
+2,304
New +$260K 0.1% 216

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

Revisor Wealth Management's NVS Position: Q2 2026 in Review

Revisor Wealth Management reduced its Novartis (NVS) stake by 1.8% in Q2 2026, selling an estimated $9.29K and leaving 3,364 shares worth $527K. The position accounts for 0.13% of the portfolio, ranked #185.

Revisor Wealth Management first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. The position peaked at $631K in Q4 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Revisor Wealth Management held 3,364 shares of Novartis worth $527K as of Q2 2026.
  • Revisor Wealth Management sold 62 Novartis shares in Q2 2026, an estimated $9.29K.
  • Novartis made up 0.13% of Revisor Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Revisor Wealth Management first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • Revisor Wealth Management's Novartis position peaked at $631K in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.