Strategic Wealth Partners’s Novartis NVS Stock Holding History

Strategic Wealth Partners’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	$178K	Sell	1,133 -125	-10%	-$18.7K	0.01%	326
2026 Q1	$192K	Hold	1,258	–	–	0.01%	311
2025 Q4	$173K	Buy	1,258 +103	+9%	+$13.5K	0.01%	327
2025 Q3	$148K	Sell	1,155 -253	-18%	-$30.9K	0.01%	377
2025 Q2	$170K	Buy	+1,408	New	+$159K	0.01%	339
2020 Q2	–	Sell	-12,999	Closed	-$1.23M	–	159
2020 Q1	$1.23M	Hold	12,999	–	–	0.64%	44
2019 Q4	$1.23M	Sell	12,999 -59	-0.5%	-$5.29K	0.64%	44
2019 Q3	$86K	Buy	13,058 +9,356	+253%	+$840K	0.44%	63
2019 Q2	$337K	Sell	3,702 -1,289	-26%	-$109K	0.16%	107
2019 Q1	$429K	Buy	4,991 +634	+15%	+$50.9K	0.2%	104
2018 Q4	$345K	Sell	4,357 -156	-3%	-$12.1K	0.17%	104
2018 Q3	$348K	Sell	4,513 -609	-12%	-$45K	0.19%	107
2018 Q2	$347K	Sell	5,122 -2,498	-33%	-$172K	0.2%	110
2018 Q1	$552K	Sell	7,620 -779	-9%	-$59.3K	0.28%	108
2017 Q4	$621K	Buy	+8,399	New	+$634K	0.34%	100

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

Strategic Wealth Partners's NVS Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Novartis (NVS) stake by 9.9% in Q2 2026, selling an estimated $18.7K and leaving 1,133 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #326.

Strategic Wealth Partners first reported a position in NVS in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.23M in Q1 2020. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Strategic Wealth Partners held 1,133 shares of Novartis worth $178K as of Q2 2026.
Strategic Wealth Partners sold 125 Novartis shares in Q2 2026, an estimated $18.7K.
Novartis made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #326 holding.
Strategic Wealth Partners first reported a position in Novartis in Q4 2017 and has held it in 15 quarters since.
Strategic Wealth Partners's Novartis position peaked at $1.23M in Q1 2020.
1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.