Urban Wealth Management’s Novartis NVS Stock Holding History

Urban Wealth Management’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	$208K	Hold	1,329	–	–	0.18%	103
2026 Q1	$203K	Buy	+1,329	New	+$204K	0.21%	92
2022 Q2	$142K	Buy	+1,685	New	+$148K	0.48%	47

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Urban Wealth Management's NVS Position: Q2 2026 in Review

Urban Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 1,329 shares worth $208K. The position accounts for 0.18% of the portfolio, ranked #103.

Urban Wealth Management first reported a position in NVS in Q2 2022 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Urban Wealth Management held 1,329 shares of Novartis worth $208K as of Q2 2026.
Urban Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.18% of Urban Wealth Management's portfolio in Q2 2026, its #103 holding.
Urban Wealth Management first reported a position in Novartis in Q2 2022 and has held it in 3 quarters since.
734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.