Valley Wealth Managers’s Novartis NVS Stock Holding History

Valley Wealth Managers’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	$71K	Hold	453	–	–	﹤0.01%	209
2026 Q1	$69.2K	Buy	453 +208	+85%	+$31.9K	﹤0.01%	206
2025 Q4	$33.8K	Hold	245	–	–	﹤0.01%	234
2025 Q3	$31.4K	Buy	+245	New	+$29.9K	﹤0.01%	226
2025 Q2	–	Sell	-36	Closed	-$4.01K	–	351
2025 Q1	$4.01K	Hold	36	–	–	﹤0.01%	303
2024 Q4	$3.5K	Hold	36	–	–	﹤0.01%	326
2024 Q3	$4.14K	Buy	+36	New	+$4.08K	﹤0.01%	324
2023 Q2	–	Sell	-193	Closed	-$17.8K	–	353
2023 Q1	$17.8K	Buy	+193	New	+$16.9K	﹤0.01%	261
2022 Q4	–	Sell	-260	Closed	-$20K	–	425
2022 Q3	$20K	Hold	260	–	–	﹤0.01%	288
2022 Q2	$22K	Buy	+260	New	+$22.8K	﹤0.01%	292
2015 Q1	–	Sell	-4,464	Closed	-$371K	–	106
2014 Q4	$371K	Hold	4,464	–	–	0.07%	95
2014 Q3	$377K	Hold	4,464	–	–	0.07%	92
2014 Q2	$362K	Hold	4,464	–	–	0.07%	99
2014 Q1	$340K	Hold	4,464	–	–	0.07%	93
2013 Q4	$322K	Buy	+4,464	New	+$310K	0.07%	94

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

Valley Wealth Managers's NVS Position: Q2 2026 in Review

Valley Wealth Managers held its Novartis (NVS) position steady in Q2 2026 at 453 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Valley Wealth Managers first reported a position in NVS in Q4 2013 and has held it in 15 quarters since. The position peaked at $377K in Q3 2014. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Valley Wealth Managers held 453 shares of Novartis worth $71K as of Q2 2026.
Valley Wealth Managers left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #209 holding.
Valley Wealth Managers first reported a position in Novartis in Q4 2013 and has held it in 15 quarters since.
Valley Wealth Managers's Novartis position peaked at $377K in Q3 2014.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.