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Chicago Partners Investment Group’s Novartis NVS Stock Holding History

Chicago Partners Investment Group’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 		$532K Buy
3,408
+189
+6% +$28.3K 0.01% 965
2026
Q1 		$474K Buy
3,219
+319
+11% +$48.9K 0.01% 921
2025
Q4 		$427K Buy
2,900
+246
+9% +$32.2K 0.01% 857
2025
Q3 		$328K Buy
2,654
+117
+5% +$14.3K 0.01% 898
2025
Q2 		$299K Buy
2,537
+42
+2% +$4.73K 0.01% 841
2025
Q1 		$279K Buy
2,495
+107
+4% +$11.4K 0.01% 718
2024
Q4 		$239K Buy
+2,388
New +$255K 0.01% 748
2018
Q4 		– Sell
-2,871
Closed -$222K – 714
2018
Q3 		$222K Buy
2,871
+820
+40% +$60.6K 0.03% 281
2018
Q2 		$139K Buy
2,051
+78
+4% +$5.38K 0.02% 334
2018
Q1 		$143K Buy
1,973
+12
+0.6% +$914 0.02% 299
2017
Q4 		$148K Buy
1,961
+5
+0.3% +$377 0.02% 301
2017
Q3 		$150K Sell
1,956
-1,077
-36% -$81.3K 0.03% 293
2017
Q2 		$215K Buy
3,033
+1,793
+145% +$127K 0.06% 187
2017
Q1 		$83K Sell
1,240
-992
-44% -$66.1K 0.02% 268
2016
Q4 		$146K Hold
2,232
– – 0.05% 202
2016
Q3 		$158K Buy
+2,232
New +$163K 0.06% 192

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chicago Partners Investment Group's NVS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Novartis (NVS) stake by 5.9% in Q2 2026, buying an estimated $28.3K and bringing the position to 3,408 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #965.

Chicago Partners Investment Group first reported a position in NVS in Q3 2016 and has held it in 16 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Chicago Partners Investment Group held 3,408 shares of Novartis worth $532K as of Q2 2026.
  • Chicago Partners Investment Group bought 189 Novartis shares in Q2 2026, an estimated $28.3K.
  • Novartis made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #965 holding.
  • Chicago Partners Investment Group first reported a position in Novartis in Q3 2016 and has held it in 16 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.