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Canopy Partners’s Novartis NVS Stock Holding History

Canopy Partners’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 		$542K Sell
3,458
-21
-0.6% -$3.15K 0.16% 117
2026
Q1 		$531K Hold
3,479
– – 0.18% 105
2025
Q4 		$480K Buy
3,479
+126
+4% +$16.5K 0.16% 116
2025
Q3 		$430K Buy
3,353
+230
+7% +$28.1K 0.14% 120
2025
Q2 		$378K Buy
3,123
+60
+2% +$6.76K 0.14% 127
2025
Q1 		$341K Sell
3,063
-75
-2% -$7.98K 0.13% 126
2024
Q4 		$305K Buy
3,138
+25
+0.8% +$2.67K 0.12% 140
2024
Q3 		$358K Hold
3,113
– – 0.15% 127
2024
Q2 		$331K Buy
3,113
+15
+0.5% +$1.51K 0.15% 120
2024
Q1 		$300K Buy
3,098
+303
+11% +$31.1K 0.15% 129
2023
Q4 		$282K Buy
+2,795
New +$270K 0.17% 119

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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
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

Canopy Partners's NVS Position: Q2 2026 in Review

Canopy Partners reduced its Novartis (NVS) stake by 0.6% in Q2 2026, selling an estimated $3.15K and leaving 3,458 shares worth $542K. The position accounts for 0.16% of the portfolio, ranked #117.

Canopy Partners first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Canopy Partners held 3,458 shares of Novartis worth $542K as of Q2 2026.
  • Canopy Partners sold 21 Novartis shares in Q2 2026, an estimated $3.15K.
  • Novartis made up 0.16% of Canopy Partners's portfolio in Q2 2026, its #117 holding.
  • Canopy Partners first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 482 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.