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Whipplewood Advisors’s Novartis NVS Stock Holding History

Whipplewood Advisors’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 		$43.6K Sell
278
-810
-74% -$121K 0.03% 148
2026
Q1 		$166K Buy
1,088
+1,022
+1,548% +$157K 0.09% 146
2025
Q4 		$9.1K Buy
+66
New +$8.64K 0.01% 279
2025
Q3 		– Sell
-1,579
Closed -$191K – 893
2025
Q2 		$191K Sell
1,579
-38
-2% -$4.28K 0.11% 172
2025
Q1 		$175K Buy
1,617
+120
+8% +$12.8K 0.1% 169
2024
Q4 		$146K Buy
+1,497
New +$160K 0.08% 193

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Whipplewood Advisors's NVS Position: Q2 2026 in Review

Whipplewood Advisors reduced its Novartis (NVS) stake by 74% in Q2 2026, selling an estimated $121K and leaving 278 shares worth $43.6K. The position accounts for 0.03% of the portfolio, ranked #148.

Whipplewood Advisors first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $191K in Q2 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Whipplewood Advisors held 278 shares of Novartis worth $43.6K as of Q2 2026.
  • Whipplewood Advisors sold 810 Novartis shares in Q2 2026, an estimated $121K.
  • Novartis made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #148 holding.
  • Whipplewood Advisors first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Novartis position peaked at $191K in Q2 2025.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.