XXI Wealth LLC’s Novartis NVS Stock Holding History

XXI Wealth LLC’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	$467K	Buy	2,982 +514	+21%	+$77.1K	0.21%	115
2026 Q1	$377K	Buy	+2,468	New	+$378K	0.21%	126

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

XXI Wealth LLC's NVS Position: Q2 2026 in Review

XXI Wealth LLC increased its Novartis (NVS) stake by 21% in Q2 2026, buying an estimated $77.1K and bringing the position to 2,982 shares worth $467K. The position accounts for 0.21% of the portfolio, ranked #115.

XXI Wealth LLC first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

XXI Wealth LLC held 2,982 shares of Novartis worth $467K as of Q2 2026.
XXI Wealth LLC bought 514 Novartis shares in Q2 2026, an estimated $77.1K.
Novartis made up 0.21% of XXI Wealth LLC's portfolio in Q2 2026, its #115 holding.
XXI Wealth LLC first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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