AW
NVS icon

Apricus Wealth’s Novartis NVS Stock Holding History

Apricus Wealth’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 		$3.89M Buy
24,838
+415
+2% +$62.2K 1.86% 17
2026
Q1 		$3.73M Sell
24,423
-250
-1% -$38.3K 1.82% 23
2025
Q4 		$3.4M Buy
24,673
+940
+4% +$123K 1.74% 24
2025
Q3 		$3.04M Sell
23,733
-35
-0.1% -$4.27K 1.64% 28
2025
Q2 		$2.88M Buy
23,768
+460
+2% +$51.8K 1.67% 27
2025
Q1 		$2.6M Buy
23,308
+1,495
+7% +$159K 1.55% 30
2024
Q4 		$2.12M Buy
21,813
+600
+3% +$64K 1.38% 36
2024
Q3 		$2.44M Sell
21,213
-8,703
-29% -$988K 1.61% 29
2024
Q2 		$3.18M Sell
29,916
-1,105
-4% -$111K 2.27% 11
2024
Q1 		$3M Buy
31,021
+231
+0.8% +$23.7K 2.11% 16
2023
Q4 		$3.11M Buy
30,790
+531
+2% +$51.3K 2.37% 13
2023
Q3 		$2.94M Buy
30,259
+763
+3% +$77.4K 2.57% 12
2023
Q2 		$2.92M Sell
29,496
-45
-0.2% -$4.5K 2.57% 11
2023
Q1 		$2.72M Buy
29,541
+560
+2% +$48.9K 2.48% 12
2022
Q4 		$2.63M Buy
28,981
+1,450
+5% +$122K 2.39% 12
2022
Q3 		$2.09M Buy
27,531
+600
+2% +$49.7K 2.08% 16
2022
Q2 		$2.28M Buy
26,931
+1,770
+7% +$155K 2.08% 21
2022
Q1 		$2.3M Buy
25,161
+1,755
+7% +$152K 1.87% 21
2021
Q4 		$2.05M Buy
+23,406
New +$1.94M 1.83% 22

Other funds holding NVS

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

Apricus Wealth's NVS Position: Q2 2026 in Review

Apricus Wealth increased its Novartis (NVS) stake by 1.7% in Q2 2026, buying an estimated $62.2K and bringing the position to 24,838 shares worth $3.89M. The position accounts for 1.86% of the portfolio, ranked #17.

Apricus Wealth first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. 557 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Apricus Wealth held 24,838 shares of Novartis worth $3.89M as of Q2 2026.
  • Apricus Wealth bought 415 Novartis shares in Q2 2026, an estimated $62.2K.
  • Novartis made up 1.86% of Apricus Wealth's portfolio in Q2 2026, its #17 holding.
  • Apricus Wealth first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
  • 557 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Apricus Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.