Avantax Advisory Services’s Novartis NVS Stock Holding History

Avantax Advisory Services’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
2025 Q2	$4.34M	Buy	35,883 +2,878	+9%	+$324K	0.02%	493
2025 Q1	$3.68M	Buy	33,005 +3,067	+10%	+$327K	0.02%	513
2024 Q4	$2.91M	Buy	29,938 +2,835	+10%	+$302K	0.02%	569
2024 Q3	$3.12M	Buy	27,103 +914	+3%	+$104K	0.02%	527
2024 Q2	$2.79M	Buy	26,189 +7,423	+40%	+$745K	0.02%	550
2024 Q1	$1.82M	Buy	18,766 +6,579	+54%	+$675K	0.02%	560
2023 Q4	$1.23M	Sell	12,187 -792	-6%	-$76.4K	0.01%	646
2023 Q3	$1.32M	Sell	12,979 -1,566	-11%	-$159K	0.01%	588
2023 Q2	$1.47M	Sell	14,545 -9,044	-38%	-$905K	0.02%	561
2023 Q1	$2.17M	Buy	23,589 +1,221	+5%	+$107K	0.03%	417
2022 Q4	$2.03M	Buy	22,368 +79	+0.4%	+$6.65K	0.03%	427
2022 Q3	$1.69M	Buy	22,289 +4,805	+27%	+$398K	0.03%	408
2022 Q2	$1.48M	Buy	17,484 +6,006	+52%	+$527K	0.02%	448
2022 Q1	$1.01M	Buy	11,478 +1,364	+13%	+$118K	0.01%	541
2021 Q4	$885K	Buy	10,114 +1,124	+13%	+$93.3K	0.01%	557
2021 Q3	$730K	Buy	8,990 +1,126	+14%	+$101K	0.01%	584
2021 Q2	$716K	Buy	7,864 +1,078	+16%	+$96K	0.01%	569
2021 Q1	$580K	Buy	6,786 +1,227	+22%	+$110K	0.01%	581
2020 Q4	$524K	Sell	5,559 -6,079	-52%	-$531K	0.01%	546
2020 Q3	$1.01M	Buy	11,638 +6,566	+129%	+$569K	0.02%	536
2020 Q2	$444K	Buy	5,072 +13	+0.3%	+$1.12K	0.01%	512
2020 Q1	$417K	Buy	5,059 +305	+6%	+$27.2K	0.01%	482
2019 Q4	$450K	Buy	4,754 +1,510	+47%	+$135K	0.01%	508
2019 Q3	$282K	Buy	3,244 +231	+8%	+$20.7K	0.01%	451
2019 Q2	$275K	Sell	3,013 -198	-6%	-$16.8K	0.01%	415
2019 Q1	$277K	Buy	3,211 +173	+6%	+$13.9K	0.01%	377
2018 Q4	$233K	Buy	+3,038	New	+$236K	0.04%	350

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's NVS Position: Q2 2025 in Review

Avantax Advisory Services increased its Novartis (NVS) stake by 8.7% in Q2 2025, buying an estimated $324K and bringing the position to 35,883 shares worth $4.34M. The position accounts for 0.02% of the portfolio, ranked #493.

Avantax Advisory Services first reported a position in NVS in Q4 2018 and has held it in 27 quarters since. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

Avantax Advisory Services held 35,883 shares of Novartis worth $4.34M as of Q2 2025.
Avantax Advisory Services bought 2,878 Novartis shares in Q2 2025, an estimated $324K.
Novartis made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #493 holding.
Avantax Advisory Services first reported a position in Novartis in Q4 2018 and has held it in 27 quarters since.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.