Advisory Resource Group’s Novartis NVS Stock Holding History

Advisory Resource Group’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	$1.53M	Sell	9,787 -1,039	-10%	-$156K	0.23%	103
2026 Q1	$1.65M	Sell	10,826 -630	-5%	-$96.6K	0.28%	75
2025 Q4	$1.58M	Buy	11,456 +114	+1%	+$14.9K	0.28%	76
2025 Q3	$1.45M	Buy	11,342 +520	+5%	+$63.5K	0.26%	79
2025 Q2	$1.31M	Buy	10,822 +150	+1%	+$16.9K	0.25%	86
2025 Q1	$1.19M	Sell	10,672 -736	-6%	-$78.4K	0.24%	82
2024 Q4	$1.11M	Sell	11,408 -964	-8%	-$103K	0.24%	78
2024 Q3	$1.42M	Sell	12,372 -669	-5%	-$75.9K	0.3%	68
2024 Q2	$1.39M	Buy	13,041 +948	+8%	+$95.2K	0.31%	65
2024 Q1	$1.17M	Buy	12,093 +4,797	+66%	+$492K	0.27%	68
2023 Q4	$737K	Buy	7,296 +341	+5%	+$32.9K	0.18%	92
2023 Q3	$708K	Buy	6,955 +212	+3%	+$21.5K	0.19%	86
2023 Q2	$680K	Sell	6,743 -829	-11%	-$82.9K	0.19%	83
2023 Q1	$697K	Buy	7,572 +479	+7%	+$41.8K	0.2%	71
2022 Q4	$643K	Buy	7,093 +3,496	+97%	+$294K	0.19%	69
2022 Q3	$273K	Sell	3,597 -43	-1%	-$3.56K	0.09%	109
2022 Q2	$308K	Sell	3,640 -496	-12%	-$43.5K	0.1%	101
2022 Q1	$363K	Buy	4,136 +197	+5%	+$17.1K	0.11%	98
2021 Q4	$342K	Buy	3,939 +613	+18%	+$50.9K	0.11%	101
2021 Q3	$272K	Buy	3,326 +321	+11%	+$28.9K	0.1%	111
2021 Q2	$274K	Buy	3,005 +88	+3%	+$7.84K	0.11%	110
2021 Q1	$249K	Buy	2,917 +262	+10%	+$23.5K	0.12%	88
2020 Q4	$251K	Buy	2,655 +194	+8%	+$17K	0.12%	83
2020 Q3	$214K	Hold	2,461	–	–	0.13%	88
2020 Q2	$215K	Buy	+2,461	New	+$212K	0.13%	80

Other funds holding NVS

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Advisory Resource Group's NVS Position: Q2 2026 in Review

Advisory Resource Group reduced its Novartis (NVS) stake by 9.6% in Q2 2026, selling an estimated $156K and leaving 9,787 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #103.

Advisory Resource Group first reported a position in NVS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.65M in Q1 2026. 252 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Advisory Resource Group held 9,787 shares of Novartis worth $1.53M as of Q2 2026.
Advisory Resource Group sold 1,039 Novartis shares in Q2 2026, an estimated $156K.
Novartis made up 0.23% of Advisory Resource Group's portfolio in Q2 2026, its #103 holding.
Advisory Resource Group first reported a position in Novartis in Q2 2020 and has held it in 25 quarters since.
Advisory Resource Group's Novartis position peaked at $1.65M in Q1 2026.
252 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.