Advisors Management Group’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 | $339K | Sell |
2,167
-10,446
| -83% | -$1.57M | 0.06% | 132 |
|
|
2026
Q1 | $1.93M | Sell |
12,613
-1,705
| -12% | -$261K | 0.35% | 66 |
|
|
2025
Q4 | $1.97M | Sell |
14,318
-1,835
| -11% | -$240K | 0.36% | 67 |
|
|
2025
Q3 | $2.07M | Sell |
16,153
-360
| -2% | -$43.9K | 0.36% | 71 |
|
|
2025
Q2 | $2M | Sell |
16,513
-215
| -1% | -$24.2K | 0.38% | 68 |
|
|
2025
Q1 | $1.86M | Sell |
16,728
-294
| -2% | -$31.3K | 0.41% | 65 |
|
|
2024
Q4 | $1.66M | Sell |
17,022
-187
| -1% | -$19.9K | 0.39% | 68 |
|
|
2024
Q3 | $1.98M | Sell |
17,209
-36
| -0.2% | -$4.08K | 0.47% | 63 |
|
|
2024
Q2 | $1.84M | Sell |
17,245
-150
| -0.9% | -$15.1K | 0.46% | 65 |
|
|
2024
Q1 | $1.68M | Sell |
17,395
-78
| -0.4% | -$8K | 0.42% | 70 |
|
|
2023
Q4 | $1.76M | Sell |
17,473
-1,020
| -6% | -$98.5K | 0.48% | 63 |
|
|
2023
Q3 | $1.88M | Sell |
18,493
-931
| -5% | -$94.5K | 0.57% | 58 |
|
|
2023
Q2 | $1.96M | Sell |
19,424
-688
| -3% | -$68.8K | 0.58% | 56 |
|
|
2023
Q1 | $1.85M | Sell |
20,112
-52
| -0.3% | -$4.54K | 0.59% | 53 |
|
|
2022
Q4 | $1.83M | Buy |
20,164
+383
| +2% | +$32.3K | 0.69% | 46 |
|
|
2022
Q3 | $1.5M | Sell |
19,781
-171
| -0.9% | -$14.2K | 0.6% | 49 |
|
|
2022
Q2 | $1.69M | Buy |
19,952
+171
| +0.9% | +$15K | 0.59% | 52 |
|
|
2022
Q1 | $1.74M | Sell |
19,781
-133
| -0.7% | -$11.5K | 0.59% | 48 |
|
|
2021
Q4 | $1.74M | Buy |
19,914
+47
| +0.2% | +$3.9K | 0.52% | 50 |
|
|
2021
Q3 | $1.63M | Sell |
19,867
-120
| -0.6% | -$10.8K | 0.5% | 51 |
|
|
2021
Q2 | $1.82M | Buy |
19,987
+7
| +0% | +$623 | 0.54% | 51 |
|
|
2021
Q1 | $1.71M | Sell |
19,980
-149
| -0.7% | -$13.4K | 0.54% | 52 |
|
|
2020
Q4 | $1.9M | Sell |
20,129
-189
| -0.9% | -$16.5K | 0.78% | 43 |
|
|
2020
Q3 | $1.77M | Sell |
20,318
-198
| -1% | -$17.2K | 0.73% | 44 |
|
|
2020
Q2 | $1.79M | Sell |
20,516
-999
| -5% | -$86.2K | 0.8% | 42 |
|
|
2020
Q1 | $1.77M | Buy |
21,515
+170
| +0.8% | +$15.2K | 0.85% | 41 |
|
|
2019
Q4 | $2.02M | Sell |
21,345
-141
| -0.7% | -$12.7K | 0.8% | 45 |
|
|
2019
Q3 | $1.87M | Sell |
21,486
-266
| -1% | -$23.9K | 0.77% | 45 |
|
|
2019
Q2 | $1.99M | Sell |
21,752
-2,781
| -11% | -$235K | 0.87% | 43 |
|
|
2019
Q1 | $2.11M | Buy |
24,533
+229
| +0.9% | +$18.4K | 0.94% | 43 |
|
|
2018
Q4 | $1.87M | Sell |
24,304
-716
| -3% | -$55.7K | 0.98% | 39 |
|
|
2018
Q3 | $1.93M | Sell |
25,020
-100
| -0.4% | -$7.39K | 0.89% | 43 |
|
|
2018
Q2 | $1.7M | Sell |
25,120
-265
| -1% | -$18.3K | 0.81% | 47 |
|
|
2018
Q1 | $1.85M | Sell |
25,385
-308
| -1% | -$23.4K | 0.95% | 45 |
|
|
2017
Q4 | $1.93M | Sell |
25,693
-63
| -0.2% | -$4.75K | 0.99% | 42 |
|
|
2017
Q3 | $1.98M | Sell |
25,756
-239
| -0.9% | -$18.1K | 1.05% | 40 |
|
|
2017
Q2 | $1.94M | Buy |
25,995
+205
| +0.8% | +$14.5K | 1.07% | 41 |
|
|
2017
Q1 | $1.72M | Buy |
25,790
+292
| +1% | +$19.5K | 1.08% | 40 |
|
|
2016
Q4 | $1.66M | Sell |
25,498
-74
| -0.3% | -$4.8K | 1.13% | 38 |
|
|
2016
Q3 | $1.81M | Buy |
25,572
+333
| +1% | +$24.3K | 1.21% | 39 |
|
|
2016
Q2 | $1.87M | Buy |
25,239
+287
| +1% | +$19.8K | 1.3% | 36 |
|
|
2016
Q1 | $1.62M | Buy |
24,952
+621
| +3% | +$42.2K | 1.18% | 39 |
|
|
2015
Q4 | $1.88M | Buy |
+24,331
| New | +$1.93M | 1.54% | 33 |
|
Other funds holding NVS
Advisors Management Group's NVS Position: Q2 2026 in Review
Advisors Management Group reduced its Novartis (NVS) stake by 83% in Q2 2026, selling an estimated $1.57M and leaving 2,167 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #132.
Advisors Management Group first reported a position in NVS in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.11M in Q1 2019. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Advisors Management Group held 2,167 shares of Novartis worth $339K as of Q2 2026.
- Advisors Management Group sold 10,446 Novartis shares in Q2 2026, an estimated $1.57M.
- Novartis made up 0.06% of Advisors Management Group's portfolio in Q2 2026, its #132 holding.
- Advisors Management Group first reported a position in Novartis in Q4 2015 and has held it in 43 quarters since.
- Advisors Management Group's Novartis position peaked at $2.11M in Q1 2019.
- 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.