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Evelyn Partners Group Ltd’s Novartis NVS Stock Holding History

Evelyn Partners Group Ltd’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 		$110K Buy
+700
New +$105K ﹤0.01% 309

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AssetMark Inc
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Evelyn Partners Group Ltd's NVS Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Novartis (NVS) in Q2 2026: 700 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings.

1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Evelyn Partners Group Ltd held 700 shares of Novartis worth $110K as of Q2 2026.
  • Novartis was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Novartis made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #309 holding.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.