Advisornet Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.5K | Buy |
469
+198
| +73% | +$29.7K | ﹤0.01% | 982 |
|
|
2026
Q1 | $41.4K | Sell |
271
-55
| -17% | -$8.43K | ﹤0.01% | 1113 |
|
|
2025
Q4 | $44.9K | Buy |
326
+140
| +75% | +$18.3K | ﹤0.01% | 1086 |
|
|
2025
Q3 | $23.9K | Sell |
186
-160
| -46% | -$19.5K | ﹤0.01% | 1246 |
|
|
2025
Q2 | $41.9K | Sell |
346
-35
| -9% | -$3.94K | ﹤0.01% | 1054 |
|
|
2025
Q1 | $42.5K | Buy |
381
+34
| +10% | +$3.62K | ﹤0.01% | 984 |
|
|
2024
Q4 | $33.8K | Buy |
347
+20
| +6% | +$2.13K | ﹤0.01% | 997 |
|
|
2024
Q3 | $37.6K | Hold |
327
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q2 | $34.8K | Buy |
327
+1
| +0.3% | +$100 | ﹤0.01% | 935 |
|
|
2024
Q1 | $31.5K | Sell |
326
-22
| -6% | -$2.26K | ﹤0.01% | 950 |
|
|
2023
Q4 | $35.1K | Buy |
348
+288
| +480% | +$27.8K | ﹤0.01% | 917 |
|
|
2023
Q3 | $6.11K | Sell |
60
-438
| -88% | -$44.5K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $50.3K | Sell |
498
-15
| -3% | -$1.5K | ﹤0.01% | 812 |
|
|
2023
Q1 | $47.2K | Sell |
513
-2
| -0.4% | -$175 | ﹤0.01% | 812 |
|
|
2022
Q4 | $46.7K | Sell |
515
-258
| -33% | -$21.7K | ﹤0.01% | 810 |
|
|
2022
Q3 | $59K | Sell |
773
-1,373
| -64% | -$114K | 0.01% | 803 |
|
|
2022
Q2 | $181K | Buy |
2,146
+1,077
| +101% | +$94.5K | 0.02% | 531 |
|
|
2022
Q1 | $94K | Buy |
1,069
+100
| +10% | +$8.66K | 0.01% | 777 |
|
|
2021
Q4 | $85K | Buy |
969
+175
| +22% | +$14.5K | 0.01% | 862 |
|
|
2021
Q3 | $65K | Sell |
794
-101
| -11% | -$9.09K | ﹤0.01% | 923 |
|
|
2021
Q2 | $82K | Buy |
895
+100
| +13% | +$8.9K | 0.01% | 837 |
|
|
2021
Q1 | $68K | Sell |
795
-133
| -14% | -$11.9K | ﹤0.01% | 861 |
|
|
2020
Q4 | $88K | Sell |
928
-2
| -0.2% | -$175 | 0.01% | 731 |
|
|
2020
Q3 | $81K | Sell |
930
-50
| -5% | -$4.33K | 0.01% | 733 |
|
|
2020
Q2 | $86K | Sell |
980
-117
| -11% | -$10.1K | 0.01% | 716 |
|
|
2020
Q1 | $90K | Buy |
1,097
+67
| +7% | +$5.98K | 0.01% | 644 |
|
|
2019
Q4 | $98K | Buy |
1,030
+138
| +15% | +$12.4K | 0.01% | 684 |
|
|
2019
Q3 | $78K | Buy |
892
+475
| +114% | +$42.6K | 0.01% | 750 |
|
|
2019
Q2 | $38K | Sell |
417
-84
| -17% | -$7.11K | ﹤0.01% | 885 |
|
|
2019
Q1 | $43K | Sell |
501
-15
| -3% | -$1.2K | 0.01% | 775 |
|
|
2018
Q4 | $40K | Sell |
516
-67
| -11% | -$5.21K | 0.01% | 741 |
|
|
2018
Q3 | $45K | Sell |
583
-214
| -27% | -$15.8K | 0.01% | 756 |
|
|
2018
Q2 | $54K | Buy |
797
+9
| +1% | +$621 | 0.01% | 678 |
|
|
2018
Q1 | $57K | Buy |
788
+87
| +12% | +$6.62K | 0.01% | 663 |
|
|
2017
Q4 | $53K | Buy |
+701
| New | +$52.9K | 0.01% | 637 |
|
Other funds holding NVS
Advisornet Financial's NVS Position: Q2 2026 in Review
Advisornet Financial increased its Novartis (NVS) stake by 73% in Q2 2026, buying an estimated $29.7K and bringing the position to 469 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #982.
Advisornet Financial first reported a position in NVS in Q4 2017 and has held it in 35 quarters since. The position peaked at $181K in Q2 2022. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Advisornet Financial held 469 shares of Novartis worth $73.5K as of Q2 2026.
- Advisornet Financial bought 198 Novartis shares in Q2 2026, an estimated $29.7K.
- Novartis made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #982 holding.
- Advisornet Financial first reported a position in Novartis in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Novartis position peaked at $181K in Q2 2022.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.