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Wealth Dimensions Group’s Novartis NVS Stock Holding History

Wealth Dimensions 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 		$345K Hold
2,204
– – 0.06% 134
2026
Q1 		$337K Buy
2,204
+2
+0.1% +$307 0.07% 132
2025
Q4 		$304K Sell
2,202
-38
-2% -$4.98K 0.06% 131
2025
Q3 		$287K Hold
2,240
– – 0.06% 137
2025
Q2 		$271K Buy
2,240
+2
+0.1% +$225 0.06% 139
2025
Q1 		$250K Hold
2,238
– – 0.06% 142
2024
Q4 		$218K Buy
2,238
+7
+0.3% +$746 0.05% 146
2024
Q3 		$257K Buy
2,231
+69
+3% +$7.83K 0.07% 125
2024
Q2 		$230K Sell
2,162
-25
-1% -$2.51K 0.07% 130
2024
Q1 		$212K Hold
2,187
– – 0.06% 136
2023
Q4 		$221K Sell
2,187
-120
-5% -$11.6K 0.07% 125
2023
Q3 		$235K Buy
2,307
+45
+2% +$4.57K 0.09% 117
2023
Q2 		$228K Sell
2,262
-19
-0.8% -$1.9K 0.08% 123
2023
Q1 		$210K Hold
2,281
– – 0.08% 127
2022
Q4 		$207K Buy
+2,281
New +$192K 0.08% 123
2021
Q1 		– Sell
-2,118
Closed -$200K – 120
2020
Q4 		$200K Buy
+2,118
New +$185K 0.17% 108

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 Dimensions Group's NVS Position: Q2 2026 in Review

Wealth Dimensions Group held its Novartis (NVS) position steady in Q2 2026 at 2,204 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #134.

Wealth Dimensions Group first reported a position in NVS in Q4 2020 and has held it in 16 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Wealth Dimensions Group held 2,204 shares of Novartis worth $345K as of Q2 2026.
  • Wealth Dimensions Group left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.06% of Wealth Dimensions Group's portfolio in Q2 2026, its #134 holding.
  • Wealth Dimensions Group first reported a position in Novartis in Q4 2020 and has held it in 16 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.