Sound View Wealth Advisors Group’s Novartis NVS Stock Holding History

Sound View Wealth Advisors Group’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	$443K	Hold	2,828	–	–	0.03%	301
2026 Q1	$432K	Hold	2,828	–	–	0.03%	290
2025 Q4	$390K	Sell	2,828 -296	-9%	-$38.8K	0.03%	310
2025 Q3	$401K	Sell	3,124 -432	-12%	-$52.7K	0.03%	302
2025 Q2	$430K	Sell	3,556 -105	-3%	-$11.8K	0.03%	291
2025 Q1	$408K	Hold	3,661	–	–	0.03%	284
2024 Q4	$356K	Hold	3,661	–	–	0.03%	309
2024 Q3	$421K	Hold	3,661	–	–	0.03%	282
2024 Q2	$390K	Hold	3,661	–	–	0.04%	263
2024 Q1	$354K	Hold	3,661	–	–	0.04%	278
2023 Q4	$370K	Hold	3,661	–	–	0.04%	273
2023 Q3	$373K	Hold	3,661	–	–	0.05%	259
2023 Q2	$369K	Hold	3,661	–	–	0.05%	260
2023 Q1	$337K	Hold	3,661	–	–	0.05%	270
2022 Q4	$370K	Sell	3,661 -216	-6%	-$18.2K	0.04%	273
2022 Q3	$295K	Hold	3,877	–	–	0.07%	213
2022 Q2	$328K	Hold	3,877	–	–	0.07%	209
2022 Q1	$340K	Hold	3,877	–	–	0.06%	219
2021 Q4	$339K	Hold	3,877	–	–	0.06%	218
2021 Q3	$317K	Hold	3,877	–	–	0.07%	224
2021 Q2	$354K	Sell	3,877 -717	-16%	-$63.8K	0.07%	212
2021 Q1	$393K	Sell	4,594 -296	-6%	-$26.6K	0.09%	182
2020 Q4	$462K	Sell	4,890 -277	-5%	-$24.2K	0.11%	160
2020 Q3	$449K	Buy	5,167 +49	+1%	+$4.25K	0.12%	152
2020 Q2	$447K	Buy	5,118 +34	+0.7%	+$2.94K	0.13%	143
2020 Q1	$419K	Sell	5,084 -560	-10%	-$50K	0.14%	131
2019 Q4	$534K	Buy	5,644 +246	+5%	+$22.1K	0.15%	134
2019 Q3	$469K	Sell	5,398 -864	-14%	-$77.6K	0.14%	143
2019 Q2	$572K	Buy	+6,262	New	+$530K	0.17%	128

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

Sound View Wealth Advisors Group's NVS Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Novartis (NVS) position steady in Q2 2026 at 2,828 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #301.

Sound View Wealth Advisors Group first reported a position in NVS in Q2 2019 and has held it in 29 quarters since. The position peaked at $572K in Q2 2019. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Sound View Wealth Advisors Group held 2,828 shares of Novartis worth $443K as of Q2 2026.
Sound View Wealth Advisors Group left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #301 holding.
Sound View Wealth Advisors Group first reported a position in Novartis in Q2 2019 and has held it in 29 quarters since.
Sound View Wealth Advisors Group's Novartis position peaked at $572K in Q2 2019.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.