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Warren Street Wealth Advisors’s Novartis NVS Stock Holding History

Warren Street Wealth Advisors’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 		$210K Buy
1,340
+7
+0.5% +$1.05K 0.05% 143
2026
Q1 		$204K Buy
+1,333
New +$204K 0.05% 123

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Warren Street Wealth Advisors's NVS Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Novartis (NVS) stake by 0.53% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,340 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #143.

Warren Street Wealth Advisors first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Warren Street Wealth Advisors held 1,340 shares of Novartis worth $210K as of Q2 2026.
  • Warren Street Wealth Advisors bought 7 Novartis shares in Q2 2026, an estimated $1.05K.
  • Novartis made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Warren Street Wealth Advisors first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.