Summit Financial Wealth Advisors’s Novartis NVS Stock Holding History

Summit Financial Wealth 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	$497K	Buy	3,173 +6	+0.2%	+$899	0.06%	129
2026 Q1	$484K	Buy	3,167 +46	+1%	+$7.05K	0.07%	119
2025 Q4	$430K	Hold	3,121	–	–	0.06%	122
2025 Q3	$411K	Buy	3,121 +36	+1%	+$4.39K	0.06%	117
2025 Q2	$373K	Buy	3,085 +125	+4%	+$14.1K	0.07%	114
2025 Q1	$330K	Sell	2,960 -78	-3%	-$8.3K	0.07%	107
2024 Q4	$320K	Hold	3,038	–	–	0.06%	112
2024 Q3	$349K	Hold	3,038	–	–	0.07%	104
2024 Q2	$323K	Hold	3,038	–	–	0.07%	100
2024 Q1	$294K	Buy	+3,038	New	+$311K	0.06%	102
2020 Q4	–	Sell	-2,960	Closed	-$236K	–	111
2020 Q3	$236K	Buy	2,960 +215	+8%	+$18.6K	0.06%	105
2020 Q2	$242K	Hold	2,745	–	–	0.06%	106
2020 Q1	$235K	Sell	2,745 -65	-2%	-$5.8K	0.07%	107
2019 Q4	$263K	Sell	2,810 -95	-3%	-$8.52K	0.06%	118
2019 Q3	$252K	Hold	2,905	–	–	0.06%	126
2019 Q2	$265K	Sell	2,905 -744	-20%	-$63K	0.06%	130
2019 Q1	$311K	Buy	3,649 +89	+3%	+$7.14K	0.08%	106
2018 Q4	$274K	Buy	3,560 +183	+5%	+$14.2K	0.09%	102
2018 Q3	$251K	Buy	+3,377	New	+$250K	0.08%	120

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

Summit Financial Wealth Advisors's NVS Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Novartis (NVS) stake by 0.19% in Q2 2026, buying an estimated $899 and bringing the position to 3,173 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #129.

Summit Financial Wealth Advisors first reported a position in NVS in Q3 2018 and has held it in 19 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Summit Financial Wealth Advisors held 3,173 shares of Novartis worth $497K as of Q2 2026.
Summit Financial Wealth Advisors bought 6 Novartis shares in Q2 2026, an estimated $899.
Novartis made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Summit Financial Wealth Advisors first reported a position in Novartis in Q3 2018 and has held it in 19 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.