CIAS
NVS icon

CFS Investment Advisory Services’s Novartis NVS Stock Holding History

CFS Investment Advisory Services’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 		$396K Buy
2,476
+13
+0.5% +$1.95K 0.03% 281
2026
Q1 		$374K Buy
2,463
+8
+0.3% +$1.23K 0.03% 285
2025
Q4 		$338K Hold
2,455
– – 0.02% 273
2025
Q3 		$320K Sell
2,455
-516
-17% -$63K 0.02% 280
2025
Q2 		$360K Buy
2,971
+516
+21% +$58.2K 0.03% 263
2025
Q1 		$274K Sell
2,455
-5
-0.2% -$532 0.02% 273
2024
Q4 		$239K Buy
2,460
+49
+2% +$5.22K 0.02% 274
2024
Q3 		$277K Buy
2,411
+304
+14% +$34.5K 0.02% 259
2024
Q2 		$224K Sell
2,107
-22
-1% -$2.21K 0.02% 243
2024
Q1 		$206K Sell
2,129
-25
-1% -$2.56K 0.03% 156
2023
Q4 		$217K Buy
2,154
+88
+4% +$8.49K 0.04% 146
2023
Q3 		$210K Buy
+2,066
New +$210K 0.03% 158

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

CFS Investment Advisory Services's NVS Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Novartis (NVS) stake by 0.53% in Q2 2026, buying an estimated $1.95K and bringing the position to 2,476 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #281.

CFS Investment Advisory Services first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. 459 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • CFS Investment Advisory Services held 2,476 shares of Novartis worth $396K as of Q2 2026.
  • CFS Investment Advisory Services bought 13 Novartis shares in Q2 2026, an estimated $1.95K.
  • Novartis made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #281 holding.
  • CFS Investment Advisory Services first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
  • 459 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.