Wealthcare Advisory Partners’s Novartis NVS Stock Holding History

Wealthcare Advisory Partners’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	$371K	Sell	2,368 -800	-25%	-$120K	0.01%	802
2026 Q1	$484K	Sell	3,168 -76	-2%	-$11.7K	0.01%	708
2025 Q4	$447K	Buy	3,244 +569	+21%	+$74.5K	0.01%	724
2025 Q3	$343K	Sell	2,675 -10	-0.4%	-$1.22K	0.01%	798
2025 Q2	$325K	Sell	2,685 -356	-12%	-$40.1K	0.01%	766
2025 Q1	$339K	Buy	3,041 +252	+9%	+$26.8K	0.01%	703
2024 Q4	$271K	Sell	2,789 -185	-6%	-$19.7K	0.01%	749
2024 Q3	$342K	Buy	2,974 +218	+8%	+$24.7K	0.01%	674
2024 Q2	$293K	Buy	+2,756	New	+$277K	0.01%	688
2024 Q1	–	Sell	-2,145	Closed	-$217K	–	824
2023 Q4	$217K	Buy	+2,145	New	+$207K	0.01%	703
2022 Q3	–	Sell	-2,909	Closed	-$246K	–	621
2022 Q2	$246K	Buy	+2,909	New	+$255K	0.01%	474
2021 Q4	–	Sell	-3,487	Closed	-$285K	–	603
2021 Q3	$285K	Buy	3,487 +88	+3%	+$7.92K	0.02%	433
2021 Q2	$310K	Buy	3,399 +286	+9%	+$25.5K	0.02%	419
2021 Q1	$266K	Buy	3,113 +623	+25%	+$55.9K	0.02%	419
2020 Q4	$235K	Buy	+2,490	New	+$218K	0.02%	368
2020 Q2	–	Sell	-484	Closed	-$40K	–	1027
2020 Q1	$40K	Hold	484	–	–	0.01%	557
2019 Q4	$46K	Sell	484 -525	-52%	-$47.1K	0.01%	571
2019 Q3	$88K	Buy	1,009 +449	+80%	+$40.3K	0.01%	421
2019 Q2	$51K	Sell	560 -65	-10%	-$5.5K	0.01%	499
2019 Q1	$54K	Hold	625	–	–	0.01%	445
2018 Q4	$48K	Sell	625 -256	-29%	-$19.9K	0.01%	434
2018 Q3	$68K	Hold	881	–	–	0.01%	408
2018 Q2	$60K	Hold	881	–	–	0.01%	431
2018 Q1	$64K	Sell	881 -850	-49%	-$64.7K	0.01%	355
2017 Q4	$130K	Buy	1,731 +352	+26%	+$26.6K	0.03%	225
2017 Q3	$106K	Buy	+1,379	New	+$104K	0.03%	203

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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 Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Wealthcare Advisory Partners's NVS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Novartis (NVS) stake by 25% in Q2 2026, selling an estimated $120K and leaving 2,368 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #802.

Wealthcare Advisory Partners first reported a position in NVS in Q3 2017 and has held it in 26 quarters since. The position peaked at $484K in Q1 2026. 419 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Wealthcare Advisory Partners held 2,368 shares of Novartis worth $371K as of Q2 2026.
Wealthcare Advisory Partners sold 800 Novartis shares in Q2 2026, an estimated $120K.
Novartis made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #802 holding.
Wealthcare Advisory Partners first reported a position in Novartis in Q3 2017 and has held it in 26 quarters since.
Wealthcare Advisory Partners's Novartis position peaked at $484K in Q1 2026.
419 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.