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Cannon Advisors’s Novartis NVS Stock Holding History

Cannon 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 		– Sell
-2,129
Closed -$325K – 110
2026
Q1 		$325K Sell
2,129
-1
-0% -$153 0.24% 65
2025
Q4 		$311K Hold
2,130
– – 0.22% 61
2025
Q3 		$280K Buy
+2,130
New +$260K 0.19% 69

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

Cannon Advisors's NVS Position: Q2 2026 in Review

Cannon Advisors sold out of Novartis (NVS) in Q2 2026, closing a stake of 2,129 shares — an estimated $325K sold.

Cannon Advisors first reported a position in NVS in Q3 2025 and held it in 3 quarters. The position peaked at $325K in Q1 2026. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cannon Advisors reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Cannon Advisors sold 2,129 Novartis shares in Q2 2026, an estimated $325K.
  • Cannon Advisors first reported a position in Novartis in Q3 2025 and held it in 3 quarters.
  • Cannon Advisors's Novartis position peaked at $325K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.