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Wedmont Private Capital’s Novartis NVS Stock Holding History

Wedmont Private Capital’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 		$908K Sell
5,894
-798
-12% -$120K 0.02% 373
2026
Q1 		$1.03M Sell
6,692
-724
-10% -$111K 0.03% 308
2025
Q4 		$1.05M Buy
7,416
+949
+15% +$124K 0.04% 279
2025
Q3 		$851K Sell
6,467
-66
-1% -$8.05K 0.03% 319
2025
Q2 		$803K Buy
6,533
+32
+0.5% +$3.61K 0.03% 312
2025
Q1 		$699K Buy
6,501
+153
+2% +$16.3K 0.04% 297
2024
Q4 		$629K Buy
6,348
+158
+3% +$16.8K 0.03% 312
2024
Q3 		$705K Buy
6,190
+316
+5% +$35.9K 0.04% 278
2024
Q2 		$656K Buy
5,874
+857
+17% +$86K 0.04% 277
2024
Q1 		$481K Buy
5,017
+8
+0.2% +$820 0.04% 327
2023
Q4 		$536K Buy
5,009
+1,278
+34% +$123K 0.04% 290
2023
Q3 		$364K Buy
3,731
+832
+29% +$84.5K 0.04% 328
2023
Q2 		$287K Buy
+2,899
New +$290K 0.03% 386

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Wedmont Private Capital's NVS Position: Q2 2026 in Review

Wedmont Private Capital reduced its Novartis (NVS) stake by 12% in Q2 2026, selling an estimated $120K and leaving 5,894 shares worth $908K. The position accounts for 0.02% of the portfolio, ranked #373.

Wedmont Private Capital first reported a position in NVS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.05M in Q4 2025. 300 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Wedmont Private Capital held 5,894 shares of Novartis worth $908K as of Q2 2026.
  • Wedmont Private Capital sold 798 Novartis shares in Q2 2026, an estimated $120K.
  • Novartis made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #373 holding.
  • Wedmont Private Capital first reported a position in Novartis in Q2 2023 and has held it in 13 quarters since.
  • Wedmont Private Capital's Novartis position peaked at $1.05M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.