WealthSpring Partners’s Novartis NVS Stock Holding History

WealthSpring 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	$236K	Hold	1,505	–	–	0.2%	65
2026 Q1	$230K	Buy	1,505 +5	+0.3%	+$766	0.21%	63
2025 Q4	$207K	Buy	+1,500	New	+$196K	0.21%	56
2023 Q3	$271K	Hold	2,656	–	–	0.2%	59
2023 Q2	$268K	Sell	2,656 -236	-8%	-$23.6K	0.19%	59
2023 Q1	$266K	Sell	2,892 -98	-3%	-$8.56K	0.21%	60
2022 Q4	$271K	Sell	2,990 -500	-14%	-$42.1K	0.21%	63
2022 Q3	$265K	Buy	+3,490	New	+$289K	0.23%	64

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

WealthSpring Partners's NVS Position: Q2 2026 in Review

WealthSpring Partners held its Novartis (NVS) position steady in Q2 2026 at 1,505 shares worth $236K. The position accounts for 0.2% of the portfolio, ranked #65.

WealthSpring Partners first reported a position in NVS in Q3 2022 and has held it in 8 quarters since. The position peaked at $271K in Q4 2022. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

WealthSpring Partners held 1,505 shares of Novartis worth $236K as of Q2 2026.
WealthSpring Partners left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.2% of WealthSpring Partners's portfolio in Q2 2026, its #65 holding.
WealthSpring Partners first reported a position in Novartis in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's Novartis position peaked at $271K in Q4 2022.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.