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Barry Investment Advisors’s Novartis NVS Stock Holding History

Barry 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 		$307K Hold
1,962
– – 0.06% 73
2026
Q1 		$300K Buy
1,962
+22
+1% +$3.37K 0.07% 71
2025
Q4 		$267K Hold
1,940
– – 0.06% 77
2025
Q3 		$249K Sell
1,940
-170
-8% -$20.7K 0.06% 91
2025
Q2 		$255K Buy
2,110
+7
+0.3% +$789 0.06% 89
2025
Q1 		$234K Sell
2,103
-16
-0.8% -$1.7K 0.06% 95
2024
Q4 		$206K Hold
2,119
– – 0.07% 105
2024
Q3 		$244K Sell
2,119
-1
-0% -$113 0.07% 102
2024
Q2 		$226K Buy
2,120
+13
+0.6% +$1.3K 0.08% 105
2024
Q1 		$204K Buy
2,107
+4
+0.2% +$410 0.07% 111
2023
Q4 		$212K Buy
2,103
+6
+0.3% +$579 0.07% 101
2023
Q3 		$214K Buy
2,097
+2
+0.1% +$203 0.08% 103
2023
Q2 		$211K Buy
+2,095
New +$210K 0.07% 114
2021
Q1 		– Sell
-2,175
Closed -$205K – 120
2020
Q4 		$205K Buy
+2,175
New +$190K 0.06% 99

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

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

Barry Investment Advisors held its Novartis (NVS) position steady in Q2 2026 at 1,962 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #73.

Barry Investment Advisors first reported a position in NVS in Q4 2020 and has held it in 14 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Barry Investment Advisors held 1,962 shares of Novartis worth $307K as of Q2 2026.
  • Barry Investment Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.06% of Barry Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Barry Investment Advisors first reported a position in Novartis in Q4 2020 and has held it in 14 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.