Arax Advisory Partners’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 | $5.06M | Buy |
32,315
+27,294
| +544% | +$4.09M | 0.03% | 488 |
|
|
2026
Q1 | $757K | Sell |
5,021
-2,192
| -30% | -$336K | 0.02% | 500 |
|
|
2025
Q4 | $994K | Sell |
7,213
-716
| -9% | -$93.8K | 0.03% | 384 |
|
|
2025
Q3 | $1.02M | Buy |
7,929
+4,602
| +138% | +$562K | 0.01% | 638 |
|
|
2025
Q2 | $403K | Sell |
3,327
-630
| -16% | -$71K | 0.02% | 452 |
|
|
2025
Q1 | $441K | Buy |
3,957
+2,920
| +282% | +$311K | 0.03% | 338 |
|
|
2024
Q4 | $101K | Buy |
1,037
+54
| +5% | +$5.76K | 0.01% | 679 |
|
|
2024
Q3 | $113K | Sell |
983
-324
| -25% | -$36.8K | 0.01% | 467 |
|
|
2024
Q2 | $139K | Buy |
1,307
+44
| +3% | +$4.42K | 0.01% | 403 |
|
|
2024
Q1 | $122K | Buy |
1,263
+5
| +0.4% | +$513 | 0.01% | 361 |
|
|
2023
Q4 | $127K | Buy |
1,258
+14
| +1% | +$1.35K | 0.01% | 339 |
|
|
2023
Q3 | $127K | Buy |
1,244
+17
| +1% | +$1.73K | 0.02% | 311 |
|
|
2023
Q2 | $124K | Buy |
1,227
+91
| +8% | +$9.1K | 0.02% | 312 |
|
|
2023
Q1 | $105K | Buy |
1,136
+302
| +36% | +$26.4K | 0.01% | 340 |
|
|
2022
Q4 | $75.7K | Sell |
834
-130
| -13% | -$10.9K | 0.01% | 379 |
|
|
2022
Q3 | $73K | Buy |
964
+721
| +297% | +$59.8K | 0.01% | 362 |
|
|
2022
Q2 | $21K | Hold |
243
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $21K | Buy |
243
+183
| +305% | +$15.8K | ﹤0.01% | 563 |
|
|
2021
Q4 | $5K | Buy |
60
+17
| +40% | +$1.41K | ﹤0.01% | 770 |
|
|
2021
Q3 | $4K | Sell |
43
-11
| -20% | -$990 | ﹤0.01% | 787 |
|
|
2021
Q2 | $5K | Buy |
+54
| New | +$4.81K | ﹤0.01% | 766 |
|
|
2020
Q1 | – | Sell |
-92
| Closed | -$9K | – | 710 |
|
|
2019
Q4 | $9K | Hold |
92
| – | – | ﹤0.01% | 474 |
|
|
2019
Q3 | $8K | Hold |
92
| – | – | ﹤0.01% | 478 |
|
|
2019
Q2 | $8K | Buy |
+92
| New | +$7.79K | ﹤0.01% | 483 |
|
|
2018
Q4 | $8K | Sell |
103
-276
| -73% | -$21.5K | ﹤0.01% | 454 |
|
|
2018
Q3 | $29K | Sell |
379
-999
| -72% | -$73.9K | 0.01% | 360 |
|
|
2018
Q2 | $93K | Sell |
1,378
-26
| -2% | -$1.79K | 0.04% | 164 |
|
|
2018
Q1 | $101K | Buy |
1,404
+226
| +19% | +$17.2K | 0.05% | 133 |
|
|
2017
Q4 | $88K | Buy |
1,178
+29
| +3% | +$2.19K | 0.04% | 158 |
|
|
2017
Q3 | $88K | Sell |
1,149
-239
| -17% | -$18.1K | 0.04% | 159 |
|
|
2017
Q2 | $104K | Buy |
1,388
+399
| +40% | +$28.3K | 0.05% | 153 |
|
|
2017
Q1 | $65K | Buy |
989
+242
| +32% | +$16.1K | 0.03% | 173 |
|
|
2016
Q4 | $49K | Buy |
+747
| New | +$48.5K | 0.02% | 169 |
|
Other funds holding NVS
Arax Advisory Partners's NVS Position: Q2 2026 in Review
Arax Advisory Partners increased its Novartis (NVS) stake by 544% in Q2 2026, buying an estimated $4.09M and bringing the position to 32,315 shares worth $5.06M. The position accounts for 0.03% of the portfolio, ranked #488.
Arax Advisory Partners first reported a position in NVS in Q4 2016 and has held it in 33 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Arax Advisory Partners held 32,315 shares of Novartis worth $5.06M as of Q2 2026.
- Arax Advisory Partners bought 27,294 Novartis shares in Q2 2026, an estimated $4.09M.
- Novartis made up 0.03% of Arax Advisory Partners's portfolio in Q2 2026, its #488 holding.
- Arax Advisory Partners first reported a position in Novartis in Q4 2016 and has held it in 33 quarters since.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.