Beese Fulmer Investment Management’s Novartis NVS Stock Holding History

Beese Fulmer Investment Management’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	$426K	Buy	2,716 +226	+9%	+$33.9K	0.02%	237
2026 Q1	$380K	Sell	2,490 -100	-4%	-$15.3K	0.02%	253
2025 Q4	$357K	Hold	2,590	–	–	0.02%	252
2025 Q3	$332K	Hold	2,590	–	–	0.02%	227
2025 Q2	$313K	Buy	2,590 +630	+32%	+$71K	0.02%	229
2025 Q1	$219K	Buy	+1,960	New	+$209K	0.02%	231
2024 Q4	–	Sell	-1,960	Closed	-$225K	–	233
2024 Q3	$225K	Hold	1,960	–	–	0.02%	213
2024 Q2	$209K	Buy	+1,960	New	+$197K	0.02%	211
2020 Q3	–	Sell	-902	Closed	-$79K	–	422
2020 Q2	$79K	Buy	+902	New	+$77.9K	0.01%	267

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Beese Fulmer Investment Management's NVS Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Novartis (NVS) stake by 9.1% in Q2 2026, buying an estimated $33.9K and bringing the position to 2,716 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #237.

Beese Fulmer Investment Management first reported a position in NVS in Q2 2020 and has held it in 9 quarters since. 667 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Beese Fulmer Investment Management held 2,716 shares of Novartis worth $426K as of Q2 2026.
Beese Fulmer Investment Management bought 226 Novartis shares in Q2 2026, an estimated $33.9K.
Novartis made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #237 holding.
Beese Fulmer Investment Management first reported a position in Novartis in Q2 2020 and has held it in 9 quarters since.
667 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.