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Benedict Financial Advisors’s Novartis NVS Stock Holding History

Benedict Financial 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 		$2.67M Sell
17,055
-311
-2% -$46.6K 0.52% 68
2026
Q1 		$2.65M Sell
17,366
-112
-0.6% -$17.2K 0.55% 63
2025
Q4 		$2.41M Sell
17,478
-41
-0.2% -$5.37K 0.51% 70
2025
Q3 		$2.25M Sell
17,519
-69
-0.4% -$8.42K 0.49% 72
2025
Q2 		$2.13M Buy
17,588
+161
+0.9% +$18.1K 0.48% 73
2025
Q1 		$1.94M Buy
17,427
+601
+4% +$64K 0.45% 77
2024
Q4 		$1.64M Sell
16,826
-35
-0.2% -$3.73K 0.4% 84
2024
Q3 		$1.94M Sell
16,861
-331
-2% -$37.6K 0.46% 78
2024
Q2 		$1.83M Buy
17,192
+179
+1% +$18K 0.46% 78
2024
Q1 		$1.65M Sell
17,013
-143
-0.8% -$14.7K 0.42% 81
2023
Q4 		$1.73M Sell
17,156
-144
-0.8% -$13.9K 0.47% 75
2023
Q3 		$1.76M Sell
17,300
-226
-1% -$22.9K 0.51% 72
2023
Q2 		$1.77M Sell
17,526
-71
-0.4% -$7.1K 0.49% 74
2023
Q1 		$1.62M Buy
17,597
+199
+1% +$17.4K 0.46% 75
2022
Q4 		$1.58M Buy
17,398
+44
+0.3% +$3.71K 0.47% 73
2022
Q3 		$1.32M Sell
17,354
-159
-0.9% -$13.2K 0.42% 77
2022
Q2 		$1.48M Buy
17,513
+538
+3% +$47.2K 0.44% 72
2022
Q1 		$1.49M Buy
16,975
+469
+3% +$40.6K 0.4% 80
2021
Q4 		$1.44M Buy
16,506
+287
+2% +$23.8K 0.38% 83
2021
Q3 		$1.33M Buy
16,219
+771
+5% +$69.4K 0.37% 83
2021
Q2 		$1.41M Buy
15,448
+39
+0.3% +$3.47K 0.39% 80
2021
Q1 		$1.32M Buy
15,409
+88
+0.6% +$7.9K 0.38% 82
2020
Q4 		$1.45M Sell
15,321
-35
-0.2% -$3.06K 0.52% 62
2020
Q3 		$1.33M Hold
15,356
– – 0.51% 64
2020
Q2 		$1.34M Sell
15,356
-11
-0.1% -$950 0.55% 60
2020
Q1 		$1.27M Sell
15,367
-70
-0.5% -$6.25K 0.6% 57
2019
Q4 		$1.46M Sell
15,437
-118
-0.8% -$10.6K 0.57% 57
2019
Q3 		$1.35M Sell
15,555
-196
-1% -$17.6K 0.55% 61
2019
Q2 		$1.44M Sell
15,751
-1,660
-10% -$140K 0.6% 58
2019
Q1 		$1.5M Buy
17,411
+36
+0.2% +$2.89K 0.65% 53
2018
Q4 		$1.34M Sell
17,375
-100
-0.6% -$7.78K 0.66% 53
2018
Q3 		$1.35M Buy
17,475
+55
+0.3% +$4.07K 0.6% 55
2018
Q2 		$1.18M Buy
17,420
+424
+2% +$29.3K 0.58% 59
2018
Q1 		$1.23M Sell
16,996
-337
-2% -$25.7K 0.62% 53
2017
Q4 		$1.3M Sell
17,333
-32
-0.2% -$2.41K 0.63% 51
2017
Q3 		$1.34M Buy
17,365
+179
+1% +$13.5K 0.69% 48
2017
Q2 		$1.31M Buy
17,186
+368
+2% +$26.1K 0.68% 48
2017
Q1 		$1.12M Sell
16,818
-616
-4% -$41K 0.61% 54
2016
Q4 		$1.14M Sell
17,434
-954
-5% -$61.9K 0.66% 50
2016
Q3 		$1.3M Sell
18,388
-3,547
-16% -$258K 0.76% 47
2016
Q2 		$1.63M Sell
21,935
-714
-3% -$49.3K 0.95% 43
2016
Q1 		$1.47M Buy
22,649
+189
+0.8% +$12.9K 0.89% 46
2015
Q4 		$1.73M Sell
22,460
-40
-0.2% -$3.18K 1.1% 38
2015
Q3 		$1.85M Buy
22,500
+46
+0.2% +$4.09K 1.29% 32
2015
Q2 		$2.07M Buy
22,454
+34
+0.2% +$3.12K 1.35% 29
2015
Q1 		$2.06M Buy
22,420
+83
+0.4% +$7.36K 1.32% 30
2014
Q4 		$1.98M Buy
+22,337
New +$1.85M 1.29% 31

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Benedict Financial Advisors's NVS Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Novartis (NVS) stake by 1.8% in Q2 2026, selling an estimated $46.6K and leaving 17,055 shares worth $2.67M. The position accounts for 0.52% of the portfolio, ranked #68.

Benedict Financial Advisors first reported a position in NVS in Q4 2014 and has held it in 47 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Benedict Financial Advisors held 17,055 shares of Novartis worth $2.67M as of Q2 2026.
  • Benedict Financial Advisors sold 311 Novartis shares in Q2 2026, an estimated $46.6K.
  • Novartis made up 0.52% of Benedict Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Benedict Financial Advisors first reported a position in Novartis in Q4 2014 and has held it in 47 quarters since.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.