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Unique Wealth Strategies’s Novartis NVS Stock Holding History

Unique Wealth Strategies’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 		$1.25M Hold
7,992
– – 0.46% 46
2026
Q1 		$1.22M Sell
7,992
-2,454
-23% -$376K 0.5% 46
2025
Q4 		$1.44M Sell
10,446
-70
-0.7% -$9.17K 0.56% 42
2025
Q3 		$1.35M Buy
10,516
+155
+1% +$18.9K 0.52% 44
2025
Q2 		$1.25M Buy
10,361
+69
+0.7% +$7.78K 0.52% 40
2025
Q1 		$1.15M Sell
10,292
-115
-1% -$12.2K 0.52% 47
2024
Q4 		$1.01M Sell
10,407
-351
-3% -$37.4K 0.44% 53
2024
Q3 		$1.24M Buy
10,758
+932
+9% +$106K 0.52% 51
2024
Q2 		$950K Hold
9,826
– – 0.45% 63
2024
Q1 		$950K Buy
9,826
+1,656
+20% +$170K 0.47% 63
2023
Q4 		$825K Buy
+8,170
New +$789K 0.55% 59

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Unique Wealth Strategies's NVS Position: Q2 2026 in Review

Unique Wealth Strategies held its Novartis (NVS) position steady in Q2 2026 at 7,992 shares worth $1.25M. The position accounts for 0.46% of the portfolio, ranked #46.

Unique Wealth Strategies first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q4 2025. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Unique Wealth Strategies held 7,992 shares of Novartis worth $1.25M as of Q2 2026.
  • Unique Wealth Strategies left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.46% of Unique Wealth Strategies's portfolio in Q2 2026, its #46 holding.
  • Unique Wealth Strategies first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's Novartis position peaked at $1.44M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.