Ameritas Advisory Services’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
$728K Buy
4,647
+2,256
+94% +$338K 0.01% 669
2026
Q1
$365K Sell
2,391
-2,484
-51% -$381K 0.01% 689
2025
Q4
$672K Buy
4,875
+1,604
+49% +$210K 0.03% 467
2025
Q3
$419K Sell
3,271
-5,134
-61% -$626K 0.03% 442
2025
Q2
$1.02M Sell
8,405
-1,435
-15% -$162K 0.05% 341
2025
Q1
$1.05M Sell
9,840
-318
-3% -$33.9K 0.04% 383
2024
Q4
$988K Sell
10,158
-280
-3% -$29.9K 0.03% 416
2024
Q3
$1.2M Sell
10,438
-962
-8% -$109K 0.05% 341
2024
Q2
$1.21M Sell
11,400
-130
-1% -$13K 0.05% 355
2024
Q1
$1.12M Buy
11,530
+111
+1% +$11.4K 0.05% 351
2023
Q4
$1.15M Sell
11,419
-1,394
-11% -$135K 0.06% 253
2023
Q3
$1.28M Buy
12,813
+9,227
+257% +$937K 0.06% 284
2023
Q2
$340K Sell
3,586
-6,921
-66% -$692K 0.04% 384
2023
Q1
$1.03M Buy
10,507
+215
+2% +$18.8K 0.05% 315
2022
Q4
$934K Buy
10,292
+5,968
+138% +$503K 0.04% 370
2022
Q3
$329K Buy
4,324
+69
+2% +$5.72K 0.02% 555
2022
Q2
$360K Sell
4,255
-400
-9% -$35.1K 0.02% 554
2022
Q1
$408K Sell
4,655
-163
-3% -$14.1K 0.01% 559
2021
Q4
$421K Buy
+4,818
New +$400K 0.02% 543

Other funds holding NVS

Ameritas Advisory Services's NVS Position: Q2 2026 in Review

Ameritas Advisory Services increased its Novartis (NVS) stake by 94% in Q2 2026, buying an estimated $338K and bringing the position to 4,647 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #669.

Ameritas Advisory Services first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q3 2023. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Ameritas Advisory Services held 4,647 shares of Novartis worth $728K as of Q2 2026.
  • Ameritas Advisory Services bought 2,256 Novartis shares in Q2 2026, an estimated $338K.
  • Novartis made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #669 holding.
  • Ameritas Advisory Services first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Novartis position peaked at $1.28M in Q3 2023.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.