Solutions 4 Wealth’s Novartis NVS Stock Holding History

Solutions 4 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	$1.57M	Sell	10,026 -704	-7%	-$106K	2.03%	14
2026 Q1	$1.64M	Sell	10,730 -2,484	-19%	-$381K	2.47%	10
2025 Q4	$1.82M	Hold	13,214	–	–	2.75%	8
2025 Q3	$1.69M	Sell	13,214 -1	-0%	-$122	2.63%	8
2025 Q2	$1.6M	Hold	13,215	–	–	2.67%	9
2025 Q1	$1.47M	Sell	13,215 -602	-4%	-$64.1K	2.6%	9
2024 Q4	$1.34M	Hold	13,817	–	–	2.43%	8
2024 Q3	$1.59M	Sell	13,817 -1,037	-7%	-$118K	3.11%	8
2024 Q2	$1.58M	Buy	+14,854	New	+$1.49M	3.59%	8

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

Solutions 4 Wealth's NVS Position: Q2 2026 in Review

Solutions 4 Wealth reduced its Novartis (NVS) stake by 6.6% in Q2 2026, selling an estimated $106K and leaving 10,026 shares worth $1.57M. The position accounts for 2.03% of the portfolio, ranked #14.

Solutions 4 Wealth first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.82M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Solutions 4 Wealth held 10,026 shares of Novartis worth $1.57M as of Q2 2026.
Solutions 4 Wealth sold 704 Novartis shares in Q2 2026, an estimated $106K.
Novartis made up 2.03% of Solutions 4 Wealth's portfolio in Q2 2026, its #14 holding.
Solutions 4 Wealth first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
Solutions 4 Wealth's Novartis position peaked at $1.82M in Q4 2025.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.