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Arvest Investments’s Novartis NVS Stock Holding History

Arvest Investments’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 		$519K Sell
3,314
-70
-2% -$10.5K 0.06% 136
2026
Q1 		$517K Sell
3,384
-78
-2% -$12K 0.07% 135
2025
Q4 		$477K Sell
3,462
-289
-8% -$37.8K 0.07% 137
2025
Q3 		$481K Sell
3,751
-42
-1% -$5.13K 0.07% 144
2025
Q2 		$459K Sell
3,793
-11,762
-76% -$1.33M 0.07% 139
2025
Q1 		$1.73M Sell
15,555
-821
-5% -$87.4K 0.27% 83
2024
Q4 		$1.59M Sell
16,376
-1,159
-7% -$124K 0.25% 89
2024
Q3 		$2.02M Sell
17,535
-2,324
-12% -$264K 0.3% 73
2024
Q2 		$2.11M Sell
19,859
-787
-4% -$79K 0.34% 64
2024
Q1 		$2M Sell
20,646
-3,608
-15% -$370K 0.32% 68
2023
Q4 		$2.45M Buy
+24,254
New +$2.34M 0.4% 53

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Arvest Investments's NVS Position: Q2 2026 in Review

Arvest Investments reduced its Novartis (NVS) stake by 2.1% in Q2 2026, selling an estimated $10.5K and leaving 3,314 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #136.

Arvest Investments first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q4 2023. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Arvest Investments held 3,314 shares of Novartis worth $519K as of Q2 2026.
  • Arvest Investments sold 70 Novartis shares in Q2 2026, an estimated $10.5K.
  • Novartis made up 0.06% of Arvest Investments's portfolio in Q2 2026, its #136 holding.
  • Arvest Investments first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's Novartis position peaked at $2.45M in Q4 2023.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.