True Wealth Design’s Novartis NVS Stock Holding History

True Wealth Design’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	$76K	Sell	485 -177	-27%	-$26.5K	0.02%	342
2026 Q1	$101K	Buy	662 +166	+33%	+$25.4K	0.03%	214
2025 Q4	$68.4K	Sell	496 -2	-0.4%	-$262	0.02%	256
2025 Q3	$63.9K	Buy	498 +362	+266%	+$44.2K	0.02%	266
2025 Q2	$16.5K	Buy	136 +9	+7%	+$1.01K	0.01%	433
2025 Q1	$14.2K	Sell	127 -2	-2%	-$213	0.01%	401
2024 Q4	$12.6K	Buy	129 +27	+26%	+$2.88K	﹤0.01%	391
2024 Q3	$11.7K	Buy	102 +19	+23%	+$2.16K	﹤0.01%	395
2024 Q2	$8.84K	Buy	+83	New	+$8.33K	﹤0.01%	246

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

True Wealth Design's NVS Position: Q2 2026 in Review

True Wealth Design reduced its Novartis (NVS) stake by 27% in Q2 2026, selling an estimated $26.5K and leaving 485 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #342.

True Wealth Design first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. The position peaked at $101K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

True Wealth Design held 485 shares of Novartis worth $76K as of Q2 2026.
True Wealth Design sold 177 Novartis shares in Q2 2026, an estimated $26.5K.
Novartis made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #342 holding.
True Wealth Design first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
True Wealth Design's Novartis position peaked at $101K in Q1 2026.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.