SteelPeak Wealth’s Novartis NVS Stock Holding History

SteelPeak 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	$298K	Buy	1,901 +95	+5%	+$14.2K	0.01%	525
2026 Q1	$276K	Buy	+1,806	New	+$277K	0.01%	469
2025 Q4	–	Sell	-4,133	Closed	-$530K	–	609
2025 Q3	$530K	Buy	+4,133	New	+$504K	0.02%	381
2024 Q4	–	Sell	-2,648	Closed	-$305K	–	611
2024 Q3	$305K	Buy	2,648 +521	+24%	+$59.1K	0.01%	388
2024 Q2	$226K	Buy	+2,127	New	+$214K	0.01%	440
2024 Q1	–	Sell	-2,925	Closed	-$295K	–	523
2023 Q4	$295K	Sell	2,925 -651	-18%	-$62.8K	0.02%	337
2023 Q3	$364K	Buy	3,576 +1,276	+55%	+$130K	0.02%	299
2023 Q2	$232K	Buy	+2,300	New	+$230K	0.01%	376
2022 Q4	–	Sell	-9,072	Closed	-$690K	–	462
2022 Q3	$690K	Sell	9,072 -199	-2%	-$16.5K	0.05%	201
2022 Q2	$784K	Buy	+9,271	New	+$813K	0.06%	193

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

SteelPeak Wealth's NVS Position: Q2 2026 in Review

SteelPeak Wealth increased its Novartis (NVS) stake by 5.3% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,901 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #525.

SteelPeak Wealth first reported a position in NVS in Q2 2022 and has held it in 10 quarters since. The position peaked at $784K in Q2 2022. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

SteelPeak Wealth held 1,901 shares of Novartis worth $298K as of Q2 2026.
SteelPeak Wealth bought 95 Novartis shares in Q2 2026, an estimated $14.2K.
Novartis made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #525 holding.
SteelPeak Wealth first reported a position in Novartis in Q2 2022 and has held it in 10 quarters since.
SteelPeak Wealth's Novartis position peaked at $784K in Q2 2022.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.