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RVW Wealth’s Novartis NVS Stock Holding History

RVW Wealth’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 		$242K Hold
1,542
– – 0.02% 164
2026
Q1 		$236K Sell
1,542
-606
-28% -$92.9K 0.02% 163
2025
Q4 		$296K Hold
2,148
– – 0.02% 142
2025
Q3 		$275K Hold
2,148
– – 0.02% 152
2025
Q2 		$260K Sell
2,148
-100
-4% -$11.3K 0.02% 148
2025
Q1 		$251K Buy
+2,248
New +$239K 0.02% 145

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

RVW Wealth's NVS Position: Q2 2026 in Review

RVW Wealth held its Novartis (NVS) position steady in Q2 2026 at 1,542 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #164.

RVW Wealth first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $296K in Q4 2025. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • RVW Wealth held 1,542 shares of Novartis worth $242K as of Q2 2026.
  • RVW Wealth left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #164 holding.
  • RVW Wealth first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • RVW Wealth's Novartis position peaked at $296K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.