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WPG Advisers’s Novartis NVS Stock Holding History

WPG Advisers’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 		$165K Buy
1,053
+150
+17% +$22.5K 0.1% 123
2026
Q1 		$138K Buy
903
+482
+114% +$73.9K 0.1% 117
2025
Q4 		$58K Buy
421
+206
+96% +$27K 0.04% 264
2025
Q3 		$27.6K Hold
215
– – 0.02% 434
2025
Q2 		$26K Sell
215
-13
-6% -$1.47K 0.02% 428
2025
Q1 		$25.4K Sell
228
-144
-39% -$15.3K 0.02% 416
2024
Q4 		$36.2K Buy
+372
New +$39.7K 0.03% 347

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

WPG Advisers's NVS Position: Q2 2026 in Review

WPG Advisers increased its Novartis (NVS) stake by 17% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,053 shares worth $165K. The position accounts for 0.1% of the portfolio, ranked #123.

WPG Advisers first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • WPG Advisers held 1,053 shares of Novartis worth $165K as of Q2 2026.
  • WPG Advisers bought 150 Novartis shares in Q2 2026, an estimated $22.5K.
  • Novartis made up 0.1% of WPG Advisers's portfolio in Q2 2026, its #123 holding.
  • WPG Advisers first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.