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Wealth Enhancement Trust Services’s Novartis NVS Stock Holding History

Wealth Enhancement Trust 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 		$59.7K Sell
381
-298
-44% -$44.7K 0.01% 458
2026
Q1 		$104K Sell
679
-75
-10% -$11.5K 0.01% 338
2025
Q4 		$104K Buy
+754
New +$98.7K 0.01% 317

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Novartis (NVS) stake by 44% in Q2 2026, selling an estimated $44.7K and leaving 381 shares worth $59.7K. The position accounts for 0.01% of the portfolio, ranked #458.

Wealth Enhancement Trust Services first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $104K in Q4 2025. 1,326 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Wealth Enhancement Trust Services held 381 shares of Novartis worth $59.7K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 298 Novartis shares in Q2 2026, an estimated $44.7K.
  • Novartis made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #458 holding.
  • Wealth Enhancement Trust Services first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Novartis position peaked at $104K in Q4 2025.
  • 1,326 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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