Cedar Mountain Advisors’s Novartis NVS Stock Holding History

Cedar Mountain 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	$16.5K	Buy	105 +19	+22%	+$2.85K	﹤0.01%	384
2026 Q1	$13.1K	Sell	86 -53	-38%	-$8.12K	﹤0.01%	389
2025 Q4	$19.2K	Sell	139 -3	-2%	-$393	﹤0.01%	186
2025 Q3	$18.2K	Buy	+142	New	+$17.3K	﹤0.01%	195
2023 Q3	–	Sell	-70	Closed	-$7.06K	–	320
2023 Q2	$7.06K	Sell	70 -9	-11%	-$900	﹤0.01%	187
2023 Q1	$7.27K	Buy	+79	New	+$6.9K	﹤0.01%	186
2020 Q1	–	Sell	-302	Closed	-$29K	–	261
2019 Q4	$29K	Buy	+302	New	+$27.1K	0.01%	86

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

Cedar Mountain Advisors's NVS Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Novartis (NVS) stake by 22% in Q2 2026, buying an estimated $2.85K and bringing the position to 105 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Cedar Mountain Advisors first reported a position in NVS in Q4 2019 and has held it in 7 quarters since. The position peaked at $29K in Q4 2019. 325 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cedar Mountain Advisors held 105 shares of Novartis worth $16.5K as of Q2 2026.
Cedar Mountain Advisors bought 19 Novartis shares in Q2 2026, an estimated $2.85K.
Novartis made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #384 holding.
Cedar Mountain Advisors first reported a position in Novartis in Q4 2019 and has held it in 7 quarters since.
Cedar Mountain Advisors's Novartis position peaked at $29K in Q4 2019.
325 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.