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Wealth Alliance Advisory Group’s Novartis NVS Stock Holding History

Wealth Alliance Advisory Group’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 		$329K Hold
2,100
– – 0.05% 151
2026
Q1 		$321K Hold
2,100
– – 0.05% 156
2025
Q4 		$290K Sell
2,100
-240
-10% -$31.4K 0.05% 162
2025
Q3 		$300K Sell
2,340
-360
-13% -$43.9K 0.05% 150
2025
Q2 		$327K Hold
2,700
– – 0.06% 143
2025
Q1 		$301K Hold
2,700
– – 0.06% 146
2024
Q4 		$263K Sell
2,700
-100
-4% -$10.7K 0.06% 153
2024
Q3 		$322K Hold
2,800
– – 0.07% 138
2024
Q2 		$298K Buy
2,800
+200
+8% +$20.1K 0.07% 146
2024
Q1 		$251K Hold
2,600
– – 0.06% 158
2023
Q4 		$263K Hold
2,600
– – 0.07% 150
2023
Q3 		$265K Hold
2,600
– – 0.08% 142
2023
Q2 		$262K Sell
2,600
-210
-7% -$21K 0.09% 136
2023
Q1 		$259K Hold
2,810
– – 0.1% 133
2022
Q4 		$255K Buy
2,810
+9
+0.3% +$758 0.1% 129
2022
Q3 		$213K Hold
2,801
– – 0.09% 129
2022
Q2 		$237K Sell
2,801
-71
-2% -$6.23K 0.11% 120
2022
Q1 		$252K Sell
2,872
-8
-0.3% -$693 0.11% 124
2021
Q4 		$252K Sell
2,880
-37
-1% -$3.07K 0.11% 132
2021
Q3 		$239K Hold
2,917
– – 0.12% 123
2021
Q2 		$266K Sell
2,917
-5
-0.2% -$445 0.13% 119
2021
Q1 		$250K Buy
2,922
+35
+1% +$3.14K 0.13% 121
2020
Q4 		$273K Sell
2,887
-147
-5% -$12.8K 0.15% 114
2020
Q3 		$264K Sell
3,034
-22
-0.7% -$1.91K 0.16% 95
2020
Q2 		$267K Buy
3,056
+10
+0.3% +$863 0.16% 87
2020
Q1 		$251K Buy
3,046
+140
+5% +$12.5K 0.19% 85
2019
Q4 		$275K Sell
2,906
-56
-2% -$5.03K 0.16% 99
2019
Q3 		$257K Buy
2,962
+413
+16% +$37.1K 0.16% 98
2019
Q2 		$228K Sell
2,549
-296
-10% -$25.1K 0.14% 106
2019
Q1 		$207K Sell
2,845
-69
-2% -$5.54K 0.13% 117
2018
Q4 		$224K Buy
+2,914
New +$227K 0.17% 99

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Alliance Advisory Group's NVS Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Novartis (NVS) position steady in Q2 2026 at 2,100 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #151.

Wealth Alliance Advisory Group first reported a position in NVS in Q4 2018 and has held it in 31 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Wealth Alliance Advisory Group held 2,100 shares of Novartis worth $329K as of Q2 2026.
  • Wealth Alliance Advisory Group left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #151 holding.
  • Wealth Alliance Advisory Group first reported a position in Novartis in Q4 2018 and has held it in 31 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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