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Aventus Investment Advisors’s Novartis NVS Stock Holding History

Aventus 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 		$14.1K Hold
90
– – 0.01% 109
2026
Q1 		$13.7K Hold
90
– – 0.01% 105
2025
Q4 		$12.4K Hold
90
– – 0.01% 107
2025
Q3 		$11.5K Hold
90
– – 0.01% 106
2025
Q2 		$10.9K Buy
+90
New +$10.1K 0.01% 110

Other funds holding NVS

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

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

Aventus Investment Advisors held its Novartis (NVS) position steady in Q2 2026 at 90 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #109.

Aventus Investment Advisors first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 555 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Aventus Investment Advisors held 90 shares of Novartis worth $14.1K as of Q2 2026.
  • Aventus Investment Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.01% of Aventus Investment Advisors's portfolio in Q2 2026, its #109 holding.
  • Aventus Investment Advisors first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • 555 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.