Brown Financial Advisors’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
$285K Sell
1,821
-7
-0.4% -$1.05K 0.1% 171
2026
Q1
$279K Buy
+1,828
New +$280K 0.11% 155
2024
Q3
Sell
-15
Closed -$1.6K 188
2024
Q2
$1.6K Buy
+15
New +$1.51K ﹤0.01% 203

Other funds holding NVS

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

Brown Financial Advisors reduced its Novartis (NVS) stake by 0.38% in Q2 2026, selling an estimated $1.05K and leaving 1,821 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #171.

Brown Financial Advisors first reported a position in NVS in Q2 2024 and has held it in 3 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Brown Financial Advisors held 1,821 shares of Novartis worth $285K as of Q2 2026.
  • Brown Financial Advisors sold 7 Novartis shares in Q2 2026, an estimated $1.05K.
  • Novartis made up 0.1% of Brown Financial Advisors's portfolio in Q2 2026, its #171 holding.
  • Brown Financial Advisors first reported a position in Novartis in Q2 2024 and has held it in 3 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.