Cambridge Advisors’s Novartis NVS Stock Holding History

Cambridge 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	$1.33M	Sell	8,475 -500	-6%	-$75K	0.23%	70
2026 Q1	$1.37M	Hold	8,975	–	–	0.27%	61
2025 Q4	$1.24M	Hold	8,975	–	–	0.24%	72
2025 Q3	$1.15M	Hold	8,975	–	–	0.22%	66
2025 Q2	$1.09M	Sell	8,975 -700	-7%	-$78.9K	0.23%	68
2025 Q1	$1.08M	Sell	9,675 -400	-4%	-$42.6K	0.24%	71
2024 Q4	$980K	Hold	10,075	–	–	0.22%	75
2024 Q3	$1.16M	Hold	10,075	–	–	0.25%	65
2024 Q2	$1.07M	Hold	10,075	–	–	0.25%	65
2024 Q1	$975K	Sell	10,075 -700	-6%	-$71.8K	0.23%	74
2023 Q4	$1.09M	Hold	10,775	–	–	0.27%	62
2023 Q3	$1.1M	Hold	10,775	–	–	0.29%	59
2023 Q2	$1.09M	Sell	10,775 -925	-8%	-$92.5K	0.28%	61
2023 Q1	$1.08M	Sell	11,700 -50	-0.4%	-$4.37K	0.28%	61
2022 Q4	$1.07M	Hold	11,750	–	–	0.29%	60
2022 Q3	$893K	Sell	11,750 -1,525	-11%	-$126K	0.26%	66
2022 Q2	$1.12M	Sell	13,275 -1,000	-7%	-$87.7K	0.31%	54
2022 Q1	$1.25M	Sell	14,275 -100	-0.7%	-$8.66K	0.3%	58
2021 Q4	$1.26M	Sell	14,375 -400	-3%	-$33.2K	0.28%	64
2021 Q3	$1.21M	Sell	14,775 -50	-0.3%	-$4.5K	0.29%	62
2021 Q2	$1.35M	Sell	14,825 -100	-0.7%	-$8.9K	0.33%	52
2021 Q1	$1.28M	Hold	14,925	–	–	0.33%	52
2020 Q4	$1.41M	Hold	14,925	–	–	0.38%	45
2020 Q3	$1.3M	Hold	14,925	–	–	0.38%	44
2020 Q2	$1.3M	Hold	14,925	–	–	0.41%	40
2020 Q1	$1.23M	Hold	14,925	–	–	0.45%	35
2019 Q4	$1.41M	Hold	14,925	–	–	0.43%	37
2019 Q3	$1.3M	Hold	14,925	–	–	0.43%	36
2019 Q2	$1.36M	Sell	14,925 -3,852	-21%	-$326K	0.45%	37
2019 Q1	$1.62M	Sell	18,777 -1,394	-7%	-$112K	0.55%	30
2018 Q4	$1.55M	Hold	20,171	–	–	0.58%	30
2018 Q3	$1.56M	Sell	20,171 -251	-1%	-$18.6K	0.53%	36
2018 Q2	$1.38M	Hold	20,422	–	–	0.49%	39
2018 Q1	$1.48M	Buy	20,422 +168	+0.8%	+$12.8K	0.53%	34
2017 Q4	$1.52M	Sell	20,254 -280	-1%	-$21.1K	0.55%	34
2017 Q3	$1.58M	Hold	20,534	–	–	0.61%	31
2017 Q2	$1.54M	Hold	20,534	–	–	0.62%	30
2017 Q1	$1.37M	Sell	20,534 -324	-2%	-$21.6K	0.56%	34
2016 Q4	$1.36M	Sell	20,858 -1,266	-6%	-$82.1K	0.6%	32
2016 Q3	$1.56M	Buy	22,124 +112	+0.5%	+$8.16K	0.69%	27
2016 Q2	$1.63M	Sell	22,012 -112	-0.5%	-$7.74K	0.74%	27
2016 Q1	$1.44M	Sell	22,124 -558	-2%	-$38K	0.67%	30
2015 Q4	$1.75M	Sell	22,682 -223	-1%	-$17.7K	0.99%	25
2015 Q3	$1.89M	Buy	22,905 +261	+1%	+$23.2K	1.11%	24
2015 Q2	$2M	Buy	22,644 +7,946	+54%	+$729K	1.12%	25
2015 Q1	$568K	Sell	14,698 -8,318	-36%	-$738K	0.33%	67
2014 Q4	$1.91M	Buy	+23,016	New	+$1.91M	1.17%	25

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cambridge Advisors's NVS Position: Q2 2026 in Review

Cambridge Advisors reduced its Novartis (NVS) stake by 5.6% in Q2 2026, selling an estimated $75K and leaving 8,475 shares worth $1.33M. The position accounts for 0.23% of the portfolio, ranked #70.

Cambridge Advisors first reported a position in NVS in Q4 2014 and has held it in 47 quarters since. The position peaked at $2M in Q2 2015. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cambridge Advisors held 8,475 shares of Novartis worth $1.33M as of Q2 2026.
Cambridge Advisors sold 500 Novartis shares in Q2 2026, an estimated $75K.
Novartis made up 0.23% of Cambridge Advisors's portfolio in Q2 2026, its #70 holding.
Cambridge Advisors first reported a position in Novartis in Q4 2014 and has held it in 47 quarters since.
Cambridge Advisors's Novartis position peaked at $2M in Q2 2015.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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