WCG Wealth Advisors’s Novartis NVS Stock Holding History

WCG 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	$6.86M	Buy	43,776 +4,816	+12%	+$722K	0.16%	129
2026 Q1	$5.95M	Buy	38,960 +1,255	+3%	+$192K	0.17%	135
2025 Q4	$5.2M	Buy	37,705 +21,202	+128%	+$2.78M	0.15%	144
2025 Q3	$2.12M	Sell	16,503 -2,104	-11%	-$257K	0.13%	150
2025 Q2	$2.25M	Buy	18,607 +174	+0.9%	+$19.6K	0.15%	148
2025 Q1	$2.05M	Sell	18,433 -1,931	-9%	-$206K	0.16%	139
2024 Q4	$1.98M	Buy	20,364 +1,091	+6%	+$116K	0.13%	149
2024 Q3	$2.22M	Sell	19,273 -115	-0.6%	-$13K	0.15%	148
2024 Q2	$2.06M	Buy	19,388 +267	+1%	+$26.8K	0.15%	135
2024 Q1	$1.85M	Sell	19,121 -8,250	-30%	-$846K	0.15%	130
2023 Q4	$2.76M	Sell	27,371 -6,452	-19%	-$623K	0.2%	102
2023 Q3	$3.48M	Buy	33,823 +3,807	+13%	+$386K	0.26%	90
2023 Q2	$3.03M	Buy	30,016 +3,489	+13%	+$349K	0.35%	63
2023 Q1	$2.44M	Buy	26,527 +1,877	+8%	+$164K	0.31%	68
2022 Q4	$2.24M	Buy	24,650 +2,917	+13%	+$246K	0.31%	69
2022 Q3	$1.82M	Sell	21,733 -1,272	-6%	-$105K	0.24%	82
2022 Q2	$1.95M	Buy	+23,005	New	+$2.02M	0.27%	73

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

WCG Wealth Advisors's NVS Position: Q2 2026 in Review

WCG Wealth Advisors increased its Novartis (NVS) stake by 12% in Q2 2026, buying an estimated $722K and bringing the position to 43,776 shares worth $6.86M. The position accounts for 0.16% of the portfolio, ranked #129.

WCG Wealth Advisors first reported a position in NVS in Q2 2022 and has held it in 17 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

WCG Wealth Advisors held 43,776 shares of Novartis worth $6.86M as of Q2 2026.
WCG Wealth Advisors bought 4,816 Novartis shares in Q2 2026, an estimated $722K.
Novartis made up 0.16% of WCG Wealth Advisors's portfolio in Q2 2026, its #129 holding.
WCG Wealth Advisors first reported a position in Novartis in Q2 2022 and has held it in 17 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.