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Arlington Partners’s Novartis NVS Stock Holding History

Arlington Partners’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 		$247K Hold
1,579
– – 0.45% 40
2026
Q1 		$241K Buy
+1,579
New +$242K 0.48% 25
2025
Q4 		– Sell
-39,628
Closed -$5.08M – 38
2025
Q3 		$5.08M Buy
39,628
+723
+2% +$88.2K 1.76% 19
2025
Q2 		$4.71M Sell
38,905
-1,977
-5% -$223K 1.74% 12
2025
Q1 		$4.56M Buy
40,882
+9,730
+31% +$1.04M 1.79% 19
2024
Q4 		$3.03M Sell
31,152
-6,404
-17% -$683K 1.18% 49
2024
Q3 		$4.32M Buy
37,556
+6,404
+21% +$727K 1.69% 24
2024
Q2 		$3.32M Buy
31,152
+1,503
+5% +$151K 1.65% 15
2024
Q1 		$2.87M Hold
29,649
– – 1.46% 47
2023
Q4 		$2.99M Buy
29,649
+623
+2% +$60.1K 0.86% 41
2023
Q3 		$2.96M Buy
+29,026
New +$2.95M 1.21% 16
2022
Q3 		– Sell
-314
Closed -$27K – 430
2022
Q2 		$27K Hold
314
– – 0.01% 298
2022
Q1 		$28K Hold
314
– – 0.01% 297
2021
Q4 		$27K Buy
+314
New +$26.1K 0.01% 338
2021
Q3 		– Sell
-27
Closed -$2K – 399
2021
Q2 		$2K Hold
27
– – ﹤0.01% 309
2021
Q1 		$2K Buy
+27
New +$2.42K ﹤0.01% 375

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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Arlington Partners's NVS Position: Q2 2026 in Review

Arlington Partners held its Novartis (NVS) position steady in Q2 2026 at 1,579 shares worth $247K. The position accounts for 0.45% of the portfolio, ranked #40.

Arlington Partners first reported a position in NVS in Q1 2021 and has held it in 16 quarters since. The position peaked at $5.08M in Q3 2025. 290 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Arlington Partners held 1,579 shares of Novartis worth $247K as of Q2 2026.
  • Arlington Partners left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.45% of Arlington Partners's portfolio in Q2 2026, its #40 holding.
  • Arlington Partners first reported a position in Novartis in Q1 2021 and has held it in 16 quarters since.
  • Arlington Partners's Novartis position peaked at $5.08M in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Arlington Partners's 13F filing for Q2 2026, filed 7 Jul 2026.