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Sagespring Wealth Partners’s Novartis NVS Stock Holding History

Sagespring Wealth Partners’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 		$1.66M Sell
10,590
-572
-5% -$85.8K 0.03% 244
2026
Q1 		$1.71M Buy
11,162
+710
+7% +$109K 0.03% 218
2025
Q4 		$1.44M Buy
10,452
+246
+2% +$32.2K 0.03% 241
2025
Q3 		$1.31M Buy
10,206
+2,096
+26% +$256K 0.03% 255
2025
Q2 		$981K Buy
8,110
+2,351
+41% +$265K 0.02% 285
2025
Q1 		$642K Buy
5,759
+2,325
+68% +$248K 0.02% 332
2024
Q4 		$334K Buy
+3,434
New +$366K 0.01% 448

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

Sagespring Wealth Partners's NVS Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Novartis (NVS) stake by 5.1% in Q2 2026, selling an estimated $85.8K and leaving 10,590 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #244.

Sagespring Wealth Partners first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q1 2026. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Sagespring Wealth Partners held 10,590 shares of Novartis worth $1.66M as of Q2 2026.
  • Sagespring Wealth Partners sold 572 Novartis shares in Q2 2026, an estimated $85.8K.
  • Novartis made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Sagespring Wealth Partners first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Novartis position peaked at $1.71M in Q1 2026.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.