AdvisorShares Investments’s Novartis NVS Stock Holding History

AdvisorShares Investments’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	$1.12M	Sell	7,171 -639	-8%	-$95.8K	0.14%	79
2026 Q1	$1.19M	Buy	+7,810	New	+$1.2M	0.22%	70
2025 Q1	–	Sell	-4,360	Closed	-$424K	–	309
2024 Q4	$424K	Buy	+4,360	New	+$465K	0.08%	170
2020 Q4	–	Sell	-5,049	Closed	-$439K	–	159
2020 Q3	$439K	Sell	5,049 -337	-6%	-$29.2K	0.02%	97
2020 Q2	$470K	Sell	5,386 -672	-11%	-$58K	0.2%	94
2020 Q1	$499K	Sell	6,058 -337	-5%	-$30.1K	0.43%	53
2019 Q4	$606K	Buy	+6,395	New	+$574K	0.38%	98

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

AdvisorShares Investments's NVS Position: Q2 2026 in Review

AdvisorShares Investments reduced its Novartis (NVS) stake by 8.2% in Q2 2026, selling an estimated $95.8K and leaving 7,171 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #79.

AdvisorShares Investments first reported a position in NVS in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

AdvisorShares Investments held 7,171 shares of Novartis worth $1.12M as of Q2 2026.
AdvisorShares Investments sold 639 Novartis shares in Q2 2026, an estimated $95.8K.
Novartis made up 0.14% of AdvisorShares Investments's portfolio in Q2 2026, its #79 holding.
AdvisorShares Investments first reported a position in Novartis in Q4 2019 and has held it in 7 quarters since.
AdvisorShares Investments's Novartis position peaked at $1.19M in Q1 2026.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.