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AssuredPartners Investment Advisors’s Novartis NVS Stock Holding History

AssuredPartners Investment Advisors’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 		$243K Sell
1,548
-126
-8% -$18.9K 0.02% 371
2026
Q1 		$256K Buy
+1,674
New +$257K 0.03% 347

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AssuredPartners Investment Advisors's NVS Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Novartis (NVS) stake by 7.5% in Q2 2026, selling an estimated $18.9K and leaving 1,548 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #371.

AssuredPartners Investment Advisors first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. The position peaked at $256K in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • AssuredPartners Investment Advisors held 1,548 shares of Novartis worth $243K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 126 Novartis shares in Q2 2026, an estimated $18.9K.
  • Novartis made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #371 holding.
  • AssuredPartners Investment Advisors first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • AssuredPartners Investment Advisors's Novartis position peaked at $256K in Q1 2026.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.