ViaWealth’s Novartis NVS Stock Holding History

ViaWealth’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	$357K	Sell	2,276 -25	-1%	-$3.75K	0.18%	130
2026 Q1	$351K	Hold	2,301	–	–	0.2%	125
2025 Q4	$317K	Sell	2,301 -395	-15%	-$51.7K	0.18%	122
2025 Q3	$346K	Sell	2,696 -267	-9%	-$32.6K	0.19%	125
2025 Q2	$359K	Sell	2,963 -166	-5%	-$18.7K	0.21%	124
2025 Q1	$349K	Hold	3,129	–	–	0.22%	121
2024 Q4	$304K	Sell	3,129 -74	-2%	-$7.89K	0.18%	124
2024 Q3	$368K	Hold	3,203	–	–	0.21%	123
2024 Q2	$341K	Buy	3,203 +185	+6%	+$18.6K	0.21%	125
2024 Q1	$292K	Hold	3,018	–	–	0.18%	132
2023 Q4	$305K	Hold	3,018	–	–	0.21%	131
2023 Q3	$307K	Hold	3,018	–	–	0.23%	130
2023 Q2	$305K	Hold	3,018	–	–	0.23%	125
2023 Q1	$278K	Hold	3,018	–	–	0.22%	130
2022 Q4	$271K	Buy	+3,018	New	+$254K	0.22%	131

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

ViaWealth's NVS Position: Q2 2026 in Review

ViaWealth reduced its Novartis (NVS) stake by 1.1% in Q2 2026, selling an estimated $3.75K and leaving 2,276 shares worth $357K. The position accounts for 0.18% of the portfolio, ranked #130.

ViaWealth first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. The position peaked at $368K in Q3 2024. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

ViaWealth held 2,276 shares of Novartis worth $357K as of Q2 2026.
ViaWealth sold 25 Novartis shares in Q2 2026, an estimated $3.75K.
Novartis made up 0.18% of ViaWealth's portfolio in Q2 2026, its #130 holding.
ViaWealth first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Novartis position peaked at $368K in Q3 2024.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.