Beacon Investment Advisory Services’s Novartis NVS Stock Holding History

Beacon Investment 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
2026 Q2	$511K	Sell	3,260 -49	-1%	-$7.35K	0.02%	184
2026 Q1	$505K	Sell	3,309 -1,641	-33%	-$252K	0.02%	182
2025 Q4	$682K	Sell	4,950 -85	-2%	-$11.1K	0.03%	155
2025 Q3	$646K	Sell	5,035 -32	-0.6%	-$3.9K	0.03%	160
2025 Q2	$613K	Sell	5,067 -36	-0.7%	-$4.06K	0.03%	159
2025 Q1	$569K	Sell	5,103 -2,094	-29%	-$223K	0.03%	159
2024 Q4	$700K	Sell	7,197 -537	-7%	-$57.3K	0.03%	152
2024 Q3	$890K	Sell	7,734 -312	-4%	-$35.4K	0.04%	145
2024 Q2	$857K	Sell	8,046 -762	-9%	-$76.5K	0.04%	145
2024 Q1	$852K	Sell	8,808 -1,122	-11%	-$115K	0.04%	146
2023 Q4	$1M	Sell	9,930 -239	-2%	-$23.1K	0.05%	144
2023 Q3	$1.04M	Sell	10,169 -60	-0.6%	-$6.09K	0.05%	149
2023 Q2	$1.03M	Buy	10,229 +623	+6%	+$62.3K	0.05%	153
2023 Q1	$884K	Buy	9,606 +265	+3%	+$23.1K	0.04%	153
2022 Q4	$847K	Sell	9,341 -467	-5%	-$39.3K	0.04%	155
2022 Q3	$746K	Sell	9,808 -3	-0%	-$249	0.04%	162
2022 Q2	$829K	Buy	9,811 +442	+5%	+$38.8K	0.04%	161
2022 Q1	$822K	Buy	9,369 +309	+3%	+$26.8K	0.04%	177
2021 Q4	$792K	Sell	9,060 -55	-0.6%	-$4.57K	0.03%	182
2021 Q3	$745K	Sell	9,115 -3,549	-28%	-$319K	0.03%	183
2021 Q2	$1.16M	Sell	12,664 -34,722	-73%	-$3.09M	0.05%	160
2021 Q1	$4.05M	Buy	47,386 +1,329	+3%	+$119K	0.18%	99
2020 Q4	$4.35M	Sell	46,057 -2,384	-5%	-$208K	0.2%	89
2020 Q3	$4.21M	Buy	48,441 +1,160	+2%	+$100K	0.22%	85
2020 Q2	$4.13M	Buy	47,281 +1,785	+4%	+$154K	0.24%	80
2020 Q1	$3.75M	Buy	45,496 +872	+2%	+$77.8K	0.26%	79
2019 Q4	$4.22M	Buy	44,624 +769	+2%	+$69K	0.23%	89
2019 Q3	$3.81M	Buy	43,855 +153	+0.4%	+$13.7K	0.38%	68
2019 Q2	$3.99M	Sell	43,702 -4,122	-9%	-$349K	0.42%	67
2019 Q1	$4.12M	Buy	47,824 +3,336	+7%	+$268K	0.44%	64
2018 Q4	$3.42M	Sell	44,488 -111	-0.2%	-$8.64K	0.38%	70
2018 Q3	$3.44M	Buy	44,599 +2,543	+6%	+$188K	0.33%	73
2018 Q2	$2.85M	Buy	42,056 +11,942	+40%	+$824K	0.29%	84
2018 Q1	$2.18M	Buy	30,114 +2,720	+10%	+$207K	0.23%	91
2017 Q4	$2.06M	Buy	27,394 +11,460	+72%	+$865K	0.22%	94
2017 Q3	$1.23M	Buy	15,934 +11,018	+224%	+$832K	0.11%	116
2017 Q2	$368K	Buy	4,916 +480	+11%	+$34K	0.07%	72
2017 Q1	$295K	Hold	4,436	–	–	0.06%	68
2016 Q4	$290K	Buy	+4,436	New	+$288K	0.06%	62

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

Beacon Investment Advisory Services's NVS Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Novartis (NVS) stake by 1.5% in Q2 2026, selling an estimated $7.35K and leaving 3,260 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #184.

Beacon Investment Advisory Services first reported a position in NVS in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.35M in Q4 2020. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Beacon Investment Advisory Services held 3,260 shares of Novartis worth $511K as of Q2 2026.
Beacon Investment Advisory Services sold 49 Novartis shares in Q2 2026, an estimated $7.35K.
Novartis made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #184 holding.
Beacon Investment Advisory Services first reported a position in Novartis in Q4 2016 and has held it in 39 quarters since.
Beacon Investment Advisory Services's Novartis position peaked at $4.35M in Q4 2020.
509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.