MW ADVISORY, LLC’s Novartis NVS Stock Holding History

MW ADVISORY, LLC’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	$601K	Buy	+3,834	New	+$575K	0.24%	65

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

MW ADVISORY, LLC's NVS Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in Novartis (NVS) in Q2 2026: 3,834 shares worth $601K. The stake represents 0.24% of the portfolio and ranks #65 among its holdings.

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

MW ADVISORY, LLC held 3,834 shares of Novartis worth $601K as of Q2 2026.
Novartis was a new MW ADVISORY, LLC position in Q2 2026.
Novartis made up 0.24% of MW ADVISORY, LLC's portfolio in Q2 2026, its #65 holding.
1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.