VSM Wealth Advisory’s Novartis NVS Stock Holding History

VSM Wealth Advisory’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	$45.8K	Hold	292	–	–	0.01%	229
2026 Q1	$44.6K	Buy	+292	New	+$44.8K	0.01%	225
2025 Q4	–	Sell	-292	Closed	-$37.4K	–	480
2025 Q3	$37.4K	Hold	292	–	–	0.01%	216
2025 Q2	$35.3K	Hold	292	–	–	0.01%	250
2025 Q1	$32.6K	Hold	292	–	–	0.01%	232
2024 Q4	$28.4K	Buy	+292	New	+$31.1K	0.01%	236

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

VSM Wealth Advisory's NVS Position: Q2 2026 in Review

VSM Wealth Advisory held its Novartis (NVS) position steady in Q2 2026 at 292 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #229.

VSM Wealth Advisory first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

VSM Wealth Advisory held 292 shares of Novartis worth $45.8K as of Q2 2026.
VSM Wealth Advisory left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #229 holding.
VSM Wealth Advisory first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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