Stegent Equity Advisors’s Novartis NVS Stock Holding History

Stegent Equity 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	$407K	Sell	2,599 -1,744	-40%	-$261K	0.29%	76
2026 Q1	$663K	Buy	4,343 +1,687	+64%	+$259K	0.57%	49
2025 Q4	$366K	Buy	+2,656	New	+$348K	0.29%	84

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

Stegent Equity Advisors's NVS Position: Q2 2026 in Review

Stegent Equity Advisors reduced its Novartis (NVS) stake by 40% in Q2 2026, selling an estimated $261K and leaving 2,599 shares worth $407K. The position accounts for 0.29% of the portfolio, ranked #76.

Stegent Equity Advisors first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $663K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Stegent Equity Advisors held 2,599 shares of Novartis worth $407K as of Q2 2026.
Stegent Equity Advisors sold 1,744 Novartis shares in Q2 2026, an estimated $261K.
Novartis made up 0.29% of Stegent Equity Advisors's portfolio in Q2 2026, its #76 holding.
Stegent Equity Advisors first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
Stegent Equity Advisors's Novartis position peaked at $663K in Q1 2026.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.