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Traveka Wealth’s Novartis NVS Stock Holding History

Traveka 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 		$496K Sell
3,165
-20
-0.6% -$3K 0.16% 97
2026
Q1 		$487K Sell
3,185
-83
-3% -$12.7K 0.19% 88
2025
Q4 		$451K Sell
3,268
-22
-0.7% -$2.88K 0.18% 95
2025
Q3 		$422K Buy
3,290
+35
+1% +$4.27K 0.19% 91
2025
Q2 		$394K Sell
3,255
-616
-16% -$69.4K 0.21% 79
2025
Q1 		$432K Buy
3,871
+567
+17% +$60.4K 0.24% 72
2024
Q4 		$321K Sell
3,304
-221
-6% -$23.6K 0.18% 90
2024
Q3 		$405K Buy
3,525
+128
+4% +$14.5K 0.21% 70
2024
Q2 		$362K Buy
3,397
+296
+10% +$29.7K 0.18% 72
2024
Q1 		$300K Buy
3,101
+207
+7% +$21.2K 0.14% 81
2023
Q4 		$292K Buy
+2,894
New +$279K 0.15% 84

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Traveka Wealth's NVS Position: Q2 2026 in Review

Traveka Wealth reduced its Novartis (NVS) stake by 0.63% in Q2 2026, selling an estimated $3K and leaving 3,165 shares worth $496K. The position accounts for 0.16% of the portfolio, ranked #97.

Traveka Wealth first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 788 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Traveka Wealth held 3,165 shares of Novartis worth $496K as of Q2 2026.
  • Traveka Wealth sold 20 Novartis shares in Q2 2026, an estimated $3K.
  • Novartis made up 0.16% of Traveka Wealth's portfolio in Q2 2026, its #97 holding.
  • Traveka Wealth first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 788 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.