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Apollon Wealth Management’s Novartis NVS Stock Holding History

Apollon Wealth 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 		$1.57M Sell
10,037
-757
-7% -$113K 0.02% 562
2026
Q1 		$1.65M Buy
10,794
+343
+3% +$52.6K 0.03% 439
2025
Q4 		$1.44M Sell
10,451
-340
-3% -$44.5K 0.03% 459
2025
Q3 		$1.38M Sell
10,791
-64
-0.6% -$7.81K 0.02% 471
2025
Q2 		$1.31M Buy
10,855
+104
+1% +$11.7K 0.03% 471
2025
Q1 		$1.2M Sell
10,751
-1,094
-9% -$116K 0.03% 453
2024
Q4 		$1.15M Buy
11,845
+926
+8% +$98.7K 0.03% 466
2024
Q3 		$1.26M Sell
10,919
-494
-4% -$56.1K 0.04% 415
2024
Q2 		$1.22M Sell
11,413
-1,582
-12% -$159K 0.04% 407
2024
Q1 		$1.26M Sell
12,995
-55
-0.4% -$5.64K 0.04% 408
2023
Q4 		$1.32M Buy
13,050
+7,990
+158% +$771K 0.05% 363
2023
Q3 		$515K Buy
5,060
+273
+6% +$27.7K 0.03% 543
2023
Q2 		$483K Buy
4,787
+819
+21% +$81.9K 0.02% 599
2023
Q1 		$365K Sell
3,968
-118
-3% -$10.3K 0.02% 625
2022
Q4 		$371K Sell
4,086
-1,496
-27% -$126K 0.03% 601
2022
Q3 		$424K Buy
5,582
+1,638
+42% +$136K 0.03% 495
2022
Q2 		$333K Sell
3,944
-1,258
-24% -$110K 0.03% 539
2022
Q1 		$456K Sell
5,202
-5,127
-50% -$444K 0.03% 488
2021
Q4 		$904K Buy
10,329
+6,013
+139% +$499K 0.07% 305
2021
Q3 		$353K Buy
+4,316
New +$388K 0.05% 319
2020
Q3 		– Sell
-11
Closed -$1K – 514
2020
Q2 		$1K Buy
+11
New +$950 ﹤0.01% 701

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management's NVS Position: Q2 2026 in Review

Apollon Wealth Management reduced its Novartis (NVS) stake by 7% in Q2 2026, selling an estimated $113K and leaving 10,037 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #562.

Apollon Wealth Management first reported a position in NVS in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.65M in Q1 2026. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Apollon Wealth Management held 10,037 shares of Novartis worth $1.57M as of Q2 2026.
  • Apollon Wealth Management sold 757 Novartis shares in Q2 2026, an estimated $113K.
  • Novartis made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #562 holding.
  • Apollon Wealth Management first reported a position in Novartis in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's Novartis position peaked at $1.65M in Q1 2026.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.