SOA Wealth Advisors’s Novartis NVS Stock Holding History

SOA Wealth Advisors’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	$66.8K	Buy	14,750 +14,416	+4,316%	+$2.16M	0.01%	342
2026 Q1	$51K	Hold	334	–	–	0.01%	361
2025 Q4	$46K	Hold	334	–	–	0.01%	387
2025 Q3	$42.8K	Hold	334	–	–	0.01%	399
2025 Q2	$40.4K	Buy	+334	New	+$37.6K	0.01%	401

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SOA Wealth Advisors's NVS Position: Q2 2026 in Review

SOA Wealth Advisors increased its Novartis (NVS) stake by 4,316% in Q2 2026, buying an estimated $2.16M and bringing the position to 14,750 shares worth $66.8K. The position accounts for 0.01% of the portfolio, ranked #342.

SOA Wealth Advisors first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

SOA Wealth Advisors held 14,750 shares of Novartis worth $66.8K as of Q2 2026.
SOA Wealth Advisors bought 14,416 Novartis shares in Q2 2026, an estimated $2.16M.
Novartis made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #342 holding.
SOA Wealth Advisors first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.