Wealth Enhancement Advisory Services’s Novartis NVS Stock Holding History

Wealth Enhancement Advisory Services’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	$21.2M	Buy	150,656 +2,862	+2%	+$429K	0.04%	426
2026 Q1	$20.7M	Sell	147,794 -38,612	-21%	-$5.92M	0.04%	382
2025 Q4	$26.6M	Buy	186,406 +6,218	+3%	+$814K	0.04%	400
2025 Q3	$23.7M	Buy	180,188 +33,655	+23%	+$4.11M	0.04%	414
2025 Q2	$17.9M	Buy	146,533 +5,780	+4%	+$651K	0.03%	454
2025 Q1	$15.7M	Sell	140,753 -5,083	-3%	-$541K	0.03%	468
2024 Q4	$14.2M	Buy	145,836 +43,418	+42%	+$4.63M	0.03%	467
2024 Q3	$11.8M	Sell	102,418 -3,449	-3%	-$391K	0.03%	475
2024 Q2	$11.3M	Sell	105,867 -5,586	-5%	-$561K	0.03%	454
2024 Q1	$10.8M	Buy	111,453 +5,491	+5%	+$563K	0.03%	455
2023 Q4	$10.7M	Buy	105,962 +14,665	+16%	+$1.42M	0.03%	417
2023 Q3	$9.3M	Buy	+91,297	New	+$9.27M	0.03%	429
2023 Q2	–	Sell	-2,532	Closed	-$233K	–	556
2023 Q1	$233K	Buy	+2,532	New	+$221K	﹤0.01%	484

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

Wealth Enhancement Advisory Services's NVS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Novartis (NVS) stake by 1.9% in Q2 2026, buying an estimated $429K and bringing the position to 150,656 shares worth $21.2M. The position accounts for 0.04% of the portfolio, ranked #426.

Wealth Enhancement Advisory Services first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. The position peaked at $26.6M in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Wealth Enhancement Advisory Services held 150,656 shares of Novartis worth $21.2M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,862 Novartis shares in Q2 2026, an estimated $429K.
Novartis made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #426 holding.
Wealth Enhancement Advisory Services first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Novartis position peaked at $26.6M in Q4 2025.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.