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1620 Investment Advisors’s Novartis NVS Stock Holding History

1620 Investment 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 		$1.44M Buy
9,183
+89
+1% +$13.3K 0.89% 23
2026
Q1 		$1.39M Buy
9,094
+60
+0.7% +$9.2K 0.94% 22
2025
Q4 		$1.25M Sell
9,034
-30
-0.3% -$3.93K 0.83% 22
2025
Q3 		$1.16M Buy
9,064
+106
+1% +$12.9K 0.79% 28
2025
Q2 		$1.08M Buy
8,958
+126
+1% +$14.2K 0.77% 29
2025
Q1 		$985K Buy
8,832
+22
+0.2% +$2.34K 0.75% 27
2024
Q4 		$857K Buy
8,810
+27
+0.3% +$2.88K 0.65% 35
2024
Q3 		$1.01M Sell
8,783
-27
-0.3% -$3.06K 0.73% 31
2024
Q2 		$938K Buy
8,810
+8,634
+4,906% +$867K 0.72% 33
2024
Q1 		$845K Sell
176
-8,754
-98% -$898K 0.85% 33
2023
Q4 		$902K Buy
+8,930
New +$862K 0.99% 28
2023
Q3 		– Sell
-8,836
Closed -$892K – 159
2023
Q2 		$892K Buy
8,836
+111
+1% +$11.1K 0.97% 29
2023
Q1 		$803K Buy
8,725
+121
+1% +$10.6K 0.97% 30
2022
Q4 		$781K Buy
8,604
+223
+3% +$18.8K 0.95% 36
2022
Q3 		$637K Buy
8,381
+185
+2% +$15.3K 0.94% 33
2022
Q2 		$693K Buy
8,196
+264
+3% +$23.2K 0.96% 32
2022
Q1 		$694K Hold
7,932
– – 0.76% 46
2021
Q4 		$694K Buy
+7,932
New +$659K 0.78% 46

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

1620 Investment Advisors's NVS Position: Q2 2026 in Review

1620 Investment Advisors increased its Novartis (NVS) stake by 0.98% in Q2 2026, buying an estimated $13.3K and bringing the position to 9,183 shares worth $1.44M. The position accounts for 0.89% of the portfolio, ranked #23.

1620 Investment Advisors first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 597 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • 1620 Investment Advisors held 9,183 shares of Novartis worth $1.44M as of Q2 2026.
  • 1620 Investment Advisors bought 89 Novartis shares in Q2 2026, an estimated $13.3K.
  • Novartis made up 0.89% of 1620 Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • 1620 Investment Advisors first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
  • 597 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.