Twin Peaks Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Twin Peaks Wealth Advisors's NVS Position: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its Novartis (NVS) stake by 15% in Q2 2026, buying an estimated $27.6K and bringing the position to 1,427 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #206.
Twin Peaks Wealth Advisors first reported a position in NVS in Q2 2025 and has held it in 3 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Twin Peaks Wealth Advisors held 1,427 shares of Novartis worth $224K as of Q2 2026.
- Twin Peaks Wealth Advisors bought 184 Novartis shares in Q2 2026, an estimated $27.6K.
- Novartis made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #206 holding.
- Twin Peaks Wealth Advisors first reported a position in Novartis in Q2 2025 and has held it in 3 quarters since.
- 1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.