Cohen Investment Advisors’s Novartis NVS Stock Holding History

Cohen 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	$557K	Sell	3,555 -80	-2%	-$12K	0.25%	59
2026 Q1	$555K	Sell	3,635 -19	-0.5%	-$2.91K	0.26%	58
2025 Q4	$504K	Sell	3,654 -58	-2%	-$7.59K	0.23%	61
2025 Q3	$476K	Buy	3,712 +109	+3%	+$13.3K	0.23%	62
2025 Q2	$436K	Sell	3,603 -255	-7%	-$28.7K	0.23%	61
2025 Q1	$430K	Buy	3,858 +44	+1%	+$4.68K	0.25%	66
2024 Q4	$371K	Buy	3,814 +116	+3%	+$12.4K	0.22%	70
2024 Q3	$425K	Sell	3,698 -1,299	-26%	-$147K	0.26%	63
2024 Q2	$509K	Buy	4,997 +1,127	+29%	+$113K	0.41%	49
2024 Q1	$374K	Sell	3,870 -688	-15%	-$70.5K	0.24%	64
2023 Q4	$460K	Sell	4,558 -439	-9%	-$42.4K	0.34%	53
2023 Q3	$509K	Sell	4,997 -413	-8%	-$41.9K	0.41%	49
2023 Q2	$546K	Buy	5,410 +16	+0.3%	+$1.6K	0.44%	52
2023 Q1	$496K	Buy	5,394 +211	+4%	+$18.4K	0.39%	58
2022 Q4	$470K	Buy	5,183 +256	+5%	+$21.6K	0.39%	57
2022 Q3	$375K	Buy	4,927 +81	+2%	+$6.71K	0.34%	62
2022 Q2	$410K	Sell	4,846 -47	-1%	-$4.12K	0.35%	63
2022 Q1	$429K	Buy	4,893 +66	+1%	+$5.71K	0.32%	66
2021 Q4	$422K	Buy	4,827 +64	+1%	+$5.31K	0.3%	64
2021 Q3	$390K	Buy	4,763 +27	+0.6%	+$2.43K	0.3%	65
2021 Q2	$432K	Buy	4,736 +57	+1%	+$5.08K	0.34%	60
2021 Q1	$400K	Sell	4,679 -37	-0.8%	-$3.32K	0.32%	66
2020 Q4	$445K	Buy	+4,716	New	+$412K	0.4%	51

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cohen Investment Advisors reduced its Novartis (NVS) stake by 2.2% in Q2 2026, selling an estimated $12K and leaving 3,555 shares worth $557K. The position accounts for 0.25% of the portfolio, ranked #59.

Cohen Investment Advisors first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cohen Investment Advisors held 3,555 shares of Novartis worth $557K as of Q2 2026.
Cohen Investment Advisors sold 80 Novartis shares in Q2 2026, an estimated $12K.
Novartis made up 0.25% of Cohen Investment Advisors's portfolio in Q2 2026, its #59 holding.
Cohen Investment Advisors first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.