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Cary Street Partners Investment Advisory’s Novartis NVS Stock Holding History

Cary Street Partners Investment Advisory’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 		$377K Buy
2,406
+98
+4% +$14.7K 0.08% 246
2026
Q1 		$352K Buy
2,308
+111
+5% +$17K 0.09% 241
2025
Q4 		$303K Buy
2,197
+271
+14% +$35.5K 0.08% 245
2025
Q3 		$247K Buy
1,926
+490
+34% +$59.8K 0.1% 221
2025
Q2 		$174K Buy
1,436
+281
+24% +$31.7K 0.08% 267
2025
Q1 		$129K Buy
1,155
+852
+281% +$90.7K 0.07% 269
2024
Q4 		$29.5K Sell
303
-8,620
-97% -$919K 0.02% 374
2024
Q3 		$1.03M Sell
8,923
-1,247
-12% -$141K 0.04% 366
2024
Q2 		$1.08M Sell
10,170
-278
-3% -$27.9K 0.04% 332
2024
Q1 		$1.01M Buy
10,448
+402
+4% +$41.2K 0.04% 339
2023
Q4 		$1.01M Sell
10,046
-391
-4% -$37.7K 0.05% 317
2023
Q3 		$1.06M Buy
10,437
+5,010
+92% +$509K 0.06% 297
2023
Q2 		$548K Sell
5,427
-1,620
-23% -$162K 0.04% 343
2023
Q1 		$648K Buy
7,047
+24
+0.3% +$2.1K 0.05% 301
2022
Q4 		$637K Sell
7,023
-273
-4% -$23K 0.05% 297
2022
Q3 		$555K Buy
7,296
+753
+12% +$62.4K 0.05% 295
2022
Q2 		$553K Buy
+6,543
New +$574K 0.05% 291
2021
Q3 		– Sell
-1,877
Closed -$171K – 289
2021
Q2 		$171K Buy
1,877
+770
+70% +$68.6K 0.06% 254
2021
Q1 		$95K Sell
1,107
-2,070
-65% -$186K 0.04% 241
2020
Q4 		$300K Sell
3,177
-58,259
-95% -$5.09M 0.06% 254
2020
Q3 		$5.34M Buy
+61,436
New +$5.32M 1.13% 16

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Cary Street Partners Investment Advisory's NVS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Novartis (NVS) stake by 4.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,406 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #246.

Cary Street Partners Investment Advisory first reported a position in NVS in Q3 2020 and has held it in 21 quarters since. The position peaked at $5.34M in Q3 2020. 1,204 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,406 shares of Novartis worth $377K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 98 Novartis shares in Q2 2026, an estimated $14.7K.
  • Novartis made up 0.08% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #246 holding.
  • Cary Street Partners Investment Advisory first reported a position in Novartis in Q3 2020 and has held it in 21 quarters since.
  • Cary Street Partners Investment Advisory's Novartis position peaked at $5.34M in Q3 2020.
  • 1,204 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.