Armstrong Advisory Group’s Novartis NVS Stock Holding History

Armstrong Advisory Group’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	$18.2K	Hold	116	–	–	﹤0.01%	609
2026 Q1	$17.7K	Hold	116	–	–	﹤0.01%	589
2025 Q4	$16K	Hold	116	–	–	﹤0.01%	600
2025 Q3	$14.9K	Buy	116 +16	+16%	+$1.95K	﹤0.01%	607
2025 Q2	$12.1K	Hold	100	–	–	﹤0.01%	631
2025 Q1	$9.73K	Hold	100	–	–	﹤0.01%	632
2024 Q4	$9.73K	Hold	100	–	–	﹤0.01%	632
2024 Q3	$11.5K	Hold	100	–	–	﹤0.01%	575
2024 Q2	$10.6K	Buy	100 +87	+669%	+$8.73K	﹤0.01%	575
2024 Q1	$1.31K	Hold	13	–	–	﹤0.01%	731
2023 Q4	$1.31K	Hold	13	–	–	﹤0.01%	731
2023 Q3	$1.32K	Hold	13	–	–	﹤0.01%	794
2023 Q2	$1.31K	Hold	13	–	–	﹤0.01%	757
2023 Q1	$1.2K	Sell	13 -100	-88%	-$8.73K	﹤0.01%	733
2022 Q4	$10.3K	Buy	+113	New	+$9.52K	﹤0.01%	576

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

Armstrong Advisory Group's NVS Position: Q2 2026 in Review

Armstrong Advisory Group held its Novartis (NVS) position steady in Q2 2026 at 116 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Armstrong Advisory Group first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. 328 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Armstrong Advisory Group held 116 shares of Novartis worth $18.2K as of Q2 2026.
Armstrong Advisory Group left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #609 holding.
Armstrong Advisory Group first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
328 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.