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Cascade Investment Advisors’s Novartis NVS Stock Holding History

Cascade Investment 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 		$3.14M Sell
20,060
-450
-2% -$67.5K 1.72% 13
2026
Q1 		$3.13M Sell
20,510
-545
-3% -$83.5K 1.85% 11
2025
Q4 		$2.9M Sell
21,055
-150
-0.7% -$19.6K 1.71% 12
2025
Q3 		$2.72M Sell
21,205
-550
-3% -$67.1K 1.65% 12
2025
Q2 		$2.63M Sell
21,755
-480
-2% -$54.1K 1.69% 9
2025
Q1 		$2.48M Sell
22,235
-360
-2% -$38.3K 1.68% 8
2024
Q4 		$2.2M Buy
22,595
+285
+1% +$30.4K 1.41% 18
2024
Q3 		$2.57M Sell
22,310
-300
-1% -$34K 1.63% 9
2024
Q2 		$2.41M Buy
22,610
+20
+0.1% +$2.01K 1.62% 8
2024
Q1 		$2.19M Buy
22,590
+340
+2% +$34.9K 1.42% 13
2023
Q4 		$2.25M Sell
22,250
-30
-0.1% -$2.9K 1.6% 8
2023
Q3 		$2.27M Sell
22,280
-192
-0.9% -$19.5K 1.8% 6
2023
Q2 		$2.27M Sell
22,472
-678
-3% -$67.8K 1.69% 6
2023
Q1 		$2.13M Buy
23,150
+25
+0.1% +$2.18K 1.69% 4
2022
Q4 		$2.1M Sell
23,125
-70
-0.3% -$5.9K 1.75% 5
2022
Q3 		$1.88M Buy
23,195
+270
+1% +$22.4K 1.62% 6
2022
Q2 		$1.94M Sell
22,925
-292
-1% -$25.6K 1.52% 5
2022
Q1 		$2.04M Sell
23,217
-223
-1% -$19.3K 1.24% 13
2021
Q4 		$2.05M Buy
23,440
+970
+4% +$80.5K 1.2% 12
2021
Q3 		$1.84M Buy
22,470
+900
+4% +$81K 1.2% 15
2021
Q2 		$1.97M Sell
21,570
-70
-0.3% -$6.23K 1.24% 13
2021
Q1 		$1.85M Buy
21,640
+400
+2% +$35.9K 1.2% 16
2020
Q4 		$2.01M Buy
21,240
+335
+2% +$29.3K 1.47% 7
2020
Q3 		$1.82M Buy
20,905
+85
+0.4% +$7.36K 1.54% 9
2020
Q2 		$1.82M Sell
20,820
-50
-0.2% -$4.32K 1.72% 6
2020
Q1 		$1.72M Sell
20,870
-445
-2% -$39.7K 1.9% 6
2019
Q4 		$2.02M Sell
21,315
-1,140
-5% -$102K 1.54% 7
2019
Q3 		$1.95M Buy
22,455
+515
+2% +$46.2K 1.51% 8
2019
Q2 		$2M Sell
21,940
-2,283
-9% -$193K 1.7% 7
2019
Q1 		$2.09M Sell
24,223
-335
-1% -$26.9K 1.87% 7
2018
Q4 		$1.89M Sell
24,558
-156
-0.6% -$12.1K 1.91% 7
2018
Q3 		$1.91M Sell
24,714
-363
-1% -$26.8K 1.61% 7
2018
Q2 		$1.7M Sell
25,077
-4,218
-14% -$291K 1.51% 9
2018
Q1 		$2.12M Buy
29,295
+697
+2% +$53.1K 1.67% 7
2017
Q4 		$2.15M Buy
28,598
+146
+0.5% +$11K 1.71% 6
2017
Q3 		$2.19M Sell
28,452
-17
-0.1% -$1.28K 1.83% 5
2017
Q2 		$2.13M Sell
28,469
-162
-0.6% -$11.5K 1.81% 5
2017
Q1 		$1.91M Sell
28,631
-848
-3% -$56.5K 1.67% 9
2016
Q4 		$1.92M Buy
+29,479
New +$1.91M 1.64% 11
2016
Q2 		$1.89M Buy
+25,545
New +$1.76M 1.82% 9

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Cascade Investment Advisors's NVS Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Novartis (NVS) stake by 2.2% in Q2 2026, selling an estimated $67.5K and leaving 20,060 shares worth $3.14M. The position accounts for 1.72% of the portfolio, ranked #13.

Cascade Investment Advisors first reported a position in NVS in Q2 2016 and has held it in 40 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cascade Investment Advisors held 20,060 shares of Novartis worth $3.14M as of Q2 2026.
  • Cascade Investment Advisors sold 450 Novartis shares in Q2 2026, an estimated $67.5K.
  • Novartis made up 1.72% of Cascade Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Cascade Investment Advisors first reported a position in Novartis in Q2 2016 and has held it in 40 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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