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Smallwood Wealth Investment Management’s Novartis NVS Stock Holding History

Smallwood Wealth Investment 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 		$31.3K Hold
200
– – 0.01% 235
2026
Q1 		$30.6K Hold
200
– – 0.02% 225
2025
Q4 		$27.6K Hold
200
– – 0.01% 231
2025
Q3 		$25.6K Hold
200
– – 0.01% 239
2025
Q2 		$24.2K Hold
200
– – 0.01% 237
2025
Q1 		$22.3K Buy
+200
New +$21.3K 0.01% 242

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 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

Smallwood Wealth Investment Management's NVS Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Novartis (NVS) position steady in Q2 2026 at 200 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #235.

Smallwood Wealth Investment Management first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 948 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Smallwood Wealth Investment Management held 200 shares of Novartis worth $31.3K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #235 holding.
  • Smallwood Wealth Investment Management first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • 948 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.