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Wealth Group’s Novartis NVS Stock Holding History

Wealth 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 		$1.92M Buy
12,234
+10,034
+456% +$1.5M 0.48% 47
2026
Q1 		$336K Hold
2,200
– – 0.31% 61
2025
Q4 		$303K Buy
+2,200
New +$288K 0.3% 64
2025
Q2 		$313K Sell
2,586
-1,684
-39% -$190K 0.31% 65
2025
Q1 		$476K Sell
4,270
-59
-1% -$6.28K 0.31% 75
2024
Q4 		$421K Sell
4,329
-178
-4% -$19K 0.27% 87
2024
Q3 		$518K Sell
4,507
-87
-2% -$9.87K 0.35% 68
2024
Q2 		$489K Sell
4,594
-82
-2% -$8.23K 0.35% 68
2024
Q1 		$452K Buy
+4,676
New +$479K 0.34% 74

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Group's NVS Position: Q2 2026 in Review

Wealth Group increased its Novartis (NVS) stake by 456% in Q2 2026, buying an estimated $1.5M and bringing the position to 12,234 shares worth $1.92M. The position accounts for 0.48% of the portfolio, ranked #47.

Wealth Group first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Wealth Group held 12,234 shares of Novartis worth $1.92M as of Q2 2026.
  • Wealth Group bought 10,034 Novartis shares in Q2 2026, an estimated $1.5M.
  • Novartis made up 0.48% of Wealth Group's portfolio in Q2 2026, its #47 holding.
  • Wealth Group first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.