WealthCollab’s Novartis NVS Stock Holding History

WealthCollab’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	$108K	Hold	692	–	–	0.04%	137
2026 Q1	$106K	Hold	692	–	–	0.04%	118
2025 Q4	$95.4K	Buy	692 +25	+4%	+$3.27K	0.04%	132
2025 Q3	$85.5K	Buy	667 +30	+5%	+$3.66K	0.04%	133
2025 Q2	$77.1K	Buy	637 +50	+9%	+$5.64K	0.04%	133
2025 Q1	$65.4K	Buy	587 +20	+4%	+$2.13K	0.04%	137
2024 Q4	$55.2K	Buy	567 +18	+3%	+$1.92K	0.04%	155
2024 Q3	$63.1K	Sell	549 -83	-13%	-$9.42K	0.04%	143
2024 Q2	$67.3K	Hold	632	–	–	0.05%	129
2024 Q1	$61.1K	Sell	632 -25	-4%	-$2.56K	0.05%	139
2023 Q4	$66.3K	Buy	+657	New	+$63.4K	0.05%	115

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

WealthCollab's NVS Position: Q2 2026 in Review

WealthCollab held its Novartis (NVS) position steady in Q2 2026 at 692 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #137.

WealthCollab first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

WealthCollab held 692 shares of Novartis worth $108K as of Q2 2026.
WealthCollab left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.04% of WealthCollab's portfolio in Q2 2026, its #137 holding.
WealthCollab first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.