Alhambra Investment Management’s Novartis NVS Stock Holding History

Alhambra Investment Management’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	$834K	Buy	5,321 +89	+2%	+$13.3K	0.36%	62
2026 Q1	$799K	Sell	5,232 -26	-0.5%	-$3.98K	0.37%	66
2025 Q4	$725K	Buy	5,258 +6	+0.1%	+$786	0.34%	66
2025 Q3	$674K	Buy	5,252 +106	+2%	+$12.9K	0.32%	73
2025 Q2	$623K	Buy	5,146 +16	+0.3%	+$1.8K	0.31%	82
2025 Q1	$572K	Buy	5,130 +8	+0.2%	+$852	0.29%	79
2024 Q4	$498K	Buy	5,122 +88	+2%	+$9.38K	0.26%	93
2024 Q3	$579K	Hold	5,034	–	–	0.3%	85
2024 Q2	$536K	Hold	5,034	–	–	0.29%	83
2024 Q1	$487K	Hold	5,034	–	–	0.27%	100
2023 Q4	$508K	Hold	5,034	–	–	0.3%	91
2023 Q3	$513K	Hold	5,034	–	–	0.34%	84
2023 Q2	$508K	Hold	5,034	–	–	0.34%	83
2023 Q1	$463K	Hold	5,034	–	–	0.32%	86
2022 Q4	$457K	Hold	5,034	–	–	0.33%	83
2022 Q3	$383K	Hold	5,034	–	–	0.29%	91
2022 Q2	$426K	Hold	5,034	–	–	0.31%	91
2022 Q1	$442K	Hold	5,034	–	–	0.29%	99
2021 Q4	$440K	Hold	5,034	–	–	0.31%	94
2021 Q3	$412K	Hold	5,034	–	–	0.31%	99
2021 Q2	$459K	Hold	5,034	–	–	0.34%	92
2021 Q1	$430K	Buy	+5,034	New	+$452K	0.35%	93

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GGI

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

Alhambra Investment Management's NVS Position: Q2 2026 in Review

Alhambra Investment Management increased its Novartis (NVS) stake by 1.7% in Q2 2026, buying an estimated $13.3K and bringing the position to 5,321 shares worth $834K. The position accounts for 0.36% of the portfolio, ranked #62.

Alhambra Investment Management first reported a position in NVS in Q1 2021 and has held it in 22 quarters since. 604 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Alhambra Investment Management held 5,321 shares of Novartis worth $834K as of Q2 2026.
Alhambra Investment Management bought 89 Novartis shares in Q2 2026, an estimated $13.3K.
Novartis made up 0.36% of Alhambra Investment Management's portfolio in Q2 2026, its #62 holding.
Alhambra Investment Management first reported a position in Novartis in Q1 2021 and has held it in 22 quarters since.
604 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.