Spire Wealth Management’s Novartis NVS Stock Holding History

Spire Wealth 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	$5.63M	Sell	35,965 -600	-2%	-$89.9K	0.17%	127
2026 Q1	$5.59M	Sell	36,565 -2,418	-6%	-$371K	0.19%	114
2025 Q4	$5.37M	Buy	38,983 +37,518	+2,561%	+$4.91M	0.18%	113
2025 Q3	$188K	Hold	1,465	–	–	0.01%	798
2025 Q2	$177K	Sell	1,465 -1,567	-52%	-$177K	0.01%	799
2025 Q1	$338K	Buy	3,032 +446	+17%	+$47.5K	0.01%	683
2024 Q4	$252K	Buy	2,586 +13	+0.5%	+$1.39K	0.01%	754
2024 Q3	$296K	Sell	2,573 -180	-7%	-$20.4K	0.01%	642
2024 Q2	$293K	Sell	2,753 -831	-23%	-$83.4K	0.01%	625
2024 Q1	$347K	Sell	3,584 -173	-5%	-$17.7K	0.01%	624
2023 Q4	$407K	Sell	3,757 -15	-0.4%	-$1.45K	0.01%	563
2023 Q3	$384K	Buy	3,772 +272	+8%	+$27.6K	0.01%	536
2023 Q2	$353K	Sell	3,500 -569	-14%	-$56.9K	0.01%	575
2023 Q1	$374K	Buy	4,069 +926	+29%	+$80.9K	0.01%	562
2022 Q4	$285K	Buy	3,143 +210	+7%	+$17.7K	0.02%	472
2022 Q3	$223K	Sell	2,933 -1,766	-38%	-$146K	0.01%	501
2022 Q2	$397K	Sell	4,699 -2,820	-38%	-$247K	0.02%	546
2022 Q1	$660K	Sell	7,519 -3,235	-30%	-$280K	0.02%	494
2021 Q4	$941K	Buy	10,754 +5,186	+93%	+$431K	0.02%	486
2021 Q3	$455K	Buy	5,568 +100	+2%	+$9K	0.01%	618
2021 Q2	$499K	Sell	5,468 -3,412	-38%	-$304K	0.01%	608
2021 Q1	$766K	Buy	+8,880	New	+$797K	0.02%	528

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

Spire Wealth Management's NVS Position: Q2 2026 in Review

Spire Wealth Management reduced its Novartis (NVS) stake by 1.6% in Q2 2026, selling an estimated $89.9K and leaving 35,965 shares worth $5.63M. The position accounts for 0.17% of the portfolio, ranked #127.

Spire Wealth Management first reported a position in NVS in Q1 2021 and has held it in 22 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Spire Wealth Management held 35,965 shares of Novartis worth $5.63M as of Q2 2026.
Spire Wealth Management sold 600 Novartis shares in Q2 2026, an estimated $89.9K.
Novartis made up 0.17% of Spire Wealth Management's portfolio in Q2 2026, its #127 holding.
Spire Wealth Management first reported a position in Novartis in Q1 2021 and has held it in 22 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.