Avior Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.31M | Buy |
8,335
+1,534
| +23% | +$230K | 0.03% | 312 |
|
|
2026
Q1 | $1.04M | Buy |
6,801
+431
| +7% | +$66.1K | 0.03% | 343 |
|
|
2025
Q4 | $878K | Buy |
6,370
+8
| +0.1% | +$1.05K | 0.03% | 330 |
|
|
2025
Q3 | $816K | Buy |
6,362
+111
| +2% | +$13.5K | 0.03% | 341 |
|
|
2025
Q2 | $756K | Buy |
6,251
+1,305
| +26% | +$147K | 0.03% | 340 |
|
|
2025
Q1 | $551K | Sell |
4,946
-6,313
| -56% | -$672K | 0.02% | 380 |
|
|
2024
Q4 | $1.1M | Sell |
11,259
-10
| -0.1% | -$1.07K | 0.04% | 270 |
|
|
2024
Q3 | $1.3M | Sell |
11,269
-9
| -0.1% | -$1.02K | 0.05% | 235 |
|
|
2024
Q2 | $1.2M | Sell |
11,278
-1,452
| -11% | -$146K | 0.05% | 231 |
|
|
2024
Q1 | $1.23M | Buy |
12,730
+1,013
| +9% | +$104K | 0.06% | 243 |
|
|
2023
Q4 | $1.18M | Buy |
11,717
+34
| +0.3% | +$3.28K | 0.07% | 179 |
|
|
2023
Q3 | $1.19M | Hold |
11,683
| – | – | 0.08% | 165 |
|
|
2023
Q2 | $1.18M | Hold |
11,683
| – | – | 0.08% | 174 |
|
|
2023
Q1 | $1.07M | Sell |
11,683
-3,050
| -21% | -$266K | 0.07% | 187 |
|
|
2022
Q4 | $1.34M | Sell |
14,733
-2,258
| -13% | -$190K | 0.1% | 155 |
|
|
2022
Q3 | $1.29M | Buy |
16,991
+319
| +2% | +$26.4K | 0.11% | 141 |
|
|
2022
Q2 | $1.41M | Sell |
16,672
-33
| -0.2% | -$2.9K | 0.14% | 118 |
|
|
2022
Q1 | $1.47M | Sell |
16,705
-2,044
| -11% | -$177K | 0.13% | 129 |
|
|
2021
Q4 | $1.64M | Buy |
18,749
+5,000
| +36% | +$415K | 0.14% | 125 |
|
|
2021
Q3 | $1.12M | Hold |
13,749
| – | – | 0.09% | 161 |
|
|
2021
Q2 | $1.25M | Sell |
13,749
-1,922
| -12% | -$171K | 0.13% | 144 |
|
|
2021
Q1 | $1.34M | Sell |
15,671
-201
| -1% | -$18K | 0.14% | 143 |
|
|
2020
Q4 | $1.5M | Buy |
15,872
+8,603
| +118% | +$752K | 0.18% | 117 |
|
|
2020
Q3 | $632K | Sell |
7,269
-292
| -4% | -$25.3K | 0.09% | 194 |
|
|
2020
Q2 | $659K | Hold |
7,561
| – | – | 0.1% | 182 |
|
|
2020
Q1 | $622K | Buy |
7,561
+149
| +2% | +$13.3K | 0.12% | 163 |
|
|
2019
Q4 | $701K | Buy |
7,412
+1,659
| +29% | +$149K | 0.11% | 185 |
|
|
2019
Q3 | $499K | Hold |
5,753
| – | – | 0.09% | 217 |
|
|
2019
Q2 | $526K | Sell |
5,753
-667
| -10% | -$56.5K | 0.09% | 199 |
|
|
2019
Q1 | $552K | Sell |
6,420
-128
| -2% | -$10.3K | 0.12% | 182 |
|
|
2018
Q4 | $503K | Buy |
6,548
+105
| +2% | +$8.17K | 0.12% | 167 |
|
|
2018
Q3 | $497K | Buy |
6,443
+180
| +3% | +$13.3K | 0.11% | 186 |
|
|
2018
Q2 | $424K | Sell |
6,263
-680
| -10% | -$46.9K | 0.1% | 197 |
|
|
2018
Q1 | $503K | Sell |
6,943
-1,234
| -15% | -$93.9K | 0.12% | 165 |
|
|
2017
Q4 | $615K | Buy |
8,177
+6,136
| +301% | +$463K | 0.14% | 145 |
|
|
2017
Q3 | $157K | Buy |
2,041
+22
| +1% | +$1.66K | 0.05% | 146 |
|
|
2017
Q2 | $151K | Hold |
2,019
| – | – | 0.06% | 130 |
|
|
2017
Q1 | $134K | Buy |
+2,019
| New | +$135K | 0.04% | 166 |
|
|
2016
Q2 | – | Sell |
-237
| Closed | -$15K | – | 482 |
|
|
2016
Q1 | $15K | Buy |
237
+61
| +35% | +$4.15K | 0.01% | 316 |
|
|
2015
Q4 | $14K | Buy |
+176
| New | +$14K | 0.01% | 290 |
|
Other funds holding NVS
Avior Wealth Management's NVS Position: Q2 2026 in Review
Avior Wealth Management increased its Novartis (NVS) stake by 23% in Q2 2026, buying an estimated $230K and bringing the position to 8,335 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #312.
Avior Wealth Management first reported a position in NVS in Q4 2015 and has held it in 40 quarters since. The position peaked at $1.64M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Avior Wealth Management held 8,335 shares of Novartis worth $1.31M as of Q2 2026.
- Avior Wealth Management bought 1,534 Novartis shares in Q2 2026, an estimated $230K.
- Novartis made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #312 holding.
- Avior Wealth Management first reported a position in Novartis in Q4 2015 and has held it in 40 quarters since.
- Avior Wealth Management's Novartis position peaked at $1.64M in Q4 2021.
- 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.