Western Wealth Management’s Novartis NVS Stock Holding History

Western Wealth Management’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	$482K	Buy	3,074 +85	+3%	+$12.7K	0.02%	688
2026 Q1	$457K	Buy	2,989 +105	+4%	+$16.1K	0.02%	667
2025 Q4	$398K	Buy	2,884 +867	+43%	+$114K	0.02%	579
2025 Q3	$259K	Buy	2,017 +52	+3%	+$6.34K	0.01%	644
2025 Q2	$238K	Buy	1,965 +30	+2%	+$3.38K	0.01%	631
2025 Q1	$216K	Buy	+1,935	New	+$206K	0.01%	630
2022 Q4	–	Sell	-3,229	Closed	-$244K	–	742
2022 Q3	$244K	Hold	3,229	–	–	0.01%	697
2022 Q2	$274K	Sell	3,229 -469	-13%	-$41.1K	0.02%	641
2022 Q1	$324K	Buy	+3,698	New	+$320K	0.02%	651
2021 Q2	$228K	Buy	+2,493	New	+$222K	0.02%	567
2019 Q3	–	Sell	-5,076	Closed	-$461K	–	413
2019 Q2	$461K	Sell	5,076 -465	-8%	-$39.4K	0.06%	238
2019 Q1	$475K	Buy	5,541 +946	+21%	+$75.9K	0.11%	214
2018 Q4	$352K	Buy	+4,595	New	+$358K	0.09%	222

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

Western Wealth Management's NVS Position: Q2 2026 in Review

Western Wealth Management increased its Novartis (NVS) stake by 2.8% in Q2 2026, buying an estimated $12.7K and bringing the position to 3,074 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #688.

Western Wealth Management first reported a position in NVS in Q4 2018 and has held it in 13 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Western Wealth Management held 3,074 shares of Novartis worth $482K as of Q2 2026.
Western Wealth Management bought 85 Novartis shares in Q2 2026, an estimated $12.7K.
Novartis made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #688 holding.
Western Wealth Management first reported a position in Novartis in Q4 2018 and has held it in 13 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.