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Aspiriant LLC’s Novartis NVS Stock Holding History

Aspiriant LLC’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 		$672K Buy
4,290
+1,392
+48% +$209K 0.02% 211
2026
Q1 		$443K Buy
2,898
+267
+10% +$40.9K 0.01% 233
2025
Q4 		$363K Buy
2,631
+728
+38% +$95.3K 0.01% 251
2025
Q3 		$244K Sell
1,903
-140
-7% -$17.1K 0.01% 274
2025
Q2 		$247K Sell
2,043
-201
-9% -$22.7K 0.01% 280
2025
Q1 		$250K Sell
2,244
-526
-19% -$56K 0.01% 258
2024
Q4 		$270K Sell
2,770
-37
-1% -$3.95K 0.01% 246
2024
Q3 		$323K Buy
2,807
+254
+10% +$28.8K 0.01% 227
2024
Q2 		$272K Sell
2,553
-592
-19% -$59.4K 0.01% 245
2024
Q1 		$304K Hold
3,145
– – 0.01% 241
2023
Q4 		$318K Sell
3,145
-656
-17% -$63.3K 0.01% 231
2023
Q3 		$387K Buy
3,801
+820
+28% +$83.2K 0.02% 201
2023
Q2 		$301K Buy
2,981
+245
+9% +$24.5K 0.02% 221
2023
Q1 		$252K Buy
2,736
+500
+22% +$43.7K 0.01% 239
2022
Q4 		$203K Sell
2,236
-2,200
-50% -$185K 0.01% 265
2022
Q3 		$336K Buy
4,436
+6
+0.1% +$497 0.02% 199
2022
Q2 		$374K Sell
4,430
-151
-3% -$13.2K 0.02% 192
2022
Q1 		$402K Sell
4,581
-21
-0.5% -$1.82K 0.02% 196
2021
Q4 		$401K Buy
4,602
+671
+17% +$55.7K 0.02% 196
2021
Q3 		$321K Hold
3,931
– – 0.02% 189
2021
Q2 		$359K Buy
3,931
+1,200
+44% +$107K 0.02% 186
2021
Q1 		$234K Hold
2,731
– – 0.02% 191
2020
Q4 		$257K Sell
2,731
-1,500
-35% -$131K 0.02% 182
2020
Q3 		$367K Buy
4,231
+547
+15% +$47.4K 0.03% 173
2020
Q2 		$321K Sell
3,684
-1,650
-31% -$142K 0.03% 154
2020
Q1 		$440K Buy
5,334
+88
+2% +$7.85K 0.04% 132
2019
Q4 		$498K Buy
5,246
+20
+0.4% +$1.79K 0.05% 137
2019
Q3 		$454K Sell
5,226
-407
-7% -$36.5K 0.04% 153
2019
Q2 		$515K Sell
5,633
-836
-13% -$70.8K 0.04% 146
2019
Q1 		$558K Sell
6,469
-1,094
-14% -$87.8K 0.05% 140
2018
Q4 		$585K Sell
7,563
-488
-6% -$38K 0.04% 137
2018
Q3 		$623K Sell
8,051
-694
-8% -$51.3K 0.05% 141
2018
Q2 		$592K Sell
8,745
-604
-6% -$41.7K 0.05% 146
2018
Q1 		$677K Buy
+9,349
New +$712K 0.06% 131
2017
Q4 		– Sell
-7,877
Closed -$606K – 142
2017
Q3 		$606K Sell
7,877
-3,719
-32% -$281K 0.05% 131
2017
Q2 		$867K Sell
11,596
-1,009
-8% -$71.5K 0.08% 119
2017
Q1 		$839K Sell
12,605
-2,864
-19% -$191K 0.07% 125
2016
Q4 		$1.01M Buy
15,469
+680
+5% +$44.1K 0.09% 109
2016
Q3 		$1.05M Sell
14,789
-799
-5% -$58.2K 0.1% 104
2016
Q2 		$1.35M Sell
15,588
-38
-0.2% -$2.63K 0.13% 94
2016
Q1 		$1.01M Buy
+15,626
New +$1.06M 0.1% 103

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

Aspiriant LLC's NVS Position: Q2 2026 in Review

Aspiriant LLC increased its Novartis (NVS) stake by 48% in Q2 2026, buying an estimated $209K and bringing the position to 4,290 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #211.

Aspiriant LLC first reported a position in NVS in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.35M in Q2 2016. 325 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Aspiriant LLC held 4,290 shares of Novartis worth $672K as of Q2 2026.
  • Aspiriant LLC bought 1,392 Novartis shares in Q2 2026, an estimated $209K.
  • Novartis made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #211 holding.
  • Aspiriant LLC first reported a position in Novartis in Q1 2016 and has held it in 41 quarters since.
  • Aspiriant LLC's Novartis position peaked at $1.35M in Q2 2016.
  • 325 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.