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SPWM Advisors’s Novartis NVS Stock Holding History

SPWM 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 		$453K Sell
2,948
-921
-24% -$138K 0.42% 50
2026
Q1 		$573K Sell
3,869
-1,206
-24% -$185K 0.5% 44
2025
Q4 		$700K Buy
+5,075
New +$665K 0.66% 40

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SPWM Advisors's NVS Position: Q2 2026 in Review

SPWM Advisors reduced its Novartis (NVS) stake by 24% in Q2 2026, selling an estimated $138K and leaving 2,948 shares worth $453K. The position accounts for 0.42% of the portfolio, ranked #50.

SPWM Advisors first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $700K in Q4 2025. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • SPWM Advisors held 2,948 shares of Novartis worth $453K as of Q2 2026.
  • SPWM Advisors sold 921 Novartis shares in Q2 2026, an estimated $138K.
  • Novartis made up 0.42% of SPWM Advisors's portfolio in Q2 2026, its #50 holding.
  • SPWM Advisors first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • SPWM Advisors's Novartis position peaked at $700K in Q4 2025.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.