Advisors Preferred’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
$106K Sell
664
-1,981
-75% -$297K 0.02% 188
2026
Q1
$404K Buy
2,645
+2,075
+364% +$318K 0.06% 161
2025
Q4
$79K Buy
+570
New +$74.6K 0.01% 190
2025
Q1
Sell
-1,305
Closed -$127K 310
2024
Q4
$127K Buy
+1,305
New +$139K 0.02% 146
2024
Q1
Sell
-2,679
Closed -$271K 253
2023
Q4
$271K Buy
+2,679
New +$259K 0.04% 128
2019
Q4
Sell
-120
Closed -$10K 297
2019
Q3
$10K Buy
+120
New +$10.8K ﹤0.01% 206
2014
Q4
Sell
-1,076
Closed -$90.7K 318
2014
Q3
$90.7K Buy
+1,076
New +$87.1K 0.06% 100
2014
Q2
Sell
-690
Closed -$52.5K 416
2014
Q1
$52.5K Buy
+690
New +$50.3K 0.02% 262

Other funds holding NVS

Advisors Preferred's NVS Position: Q2 2026 in Review

Advisors Preferred reduced its Novartis (NVS) stake by 75% in Q2 2026, selling an estimated $297K and leaving 664 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #188.

Advisors Preferred first reported a position in NVS in Q1 2014 and has held it in 8 quarters since. The position peaked at $404K in Q1 2026. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Advisors Preferred held 664 shares of Novartis worth $106K as of Q2 2026.
  • Advisors Preferred sold 1,981 Novartis shares in Q2 2026, an estimated $297K.
  • Novartis made up 0.02% of Advisors Preferred's portfolio in Q2 2026, its #188 holding.
  • Advisors Preferred first reported a position in Novartis in Q1 2014 and has held it in 8 quarters since.
  • Advisors Preferred's Novartis position peaked at $404K in Q1 2026.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Advisors Preferred's 13F filing for Q2 2026, filed 11 Aug 2026.