Continuum Advisory’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$223K Buy
+1,421
New +$213K 0.02% 445
2025
Q2
Sell
-1,010
Closed -$113K 1185
2025
Q1
$113K Sell
1,010
-11
-1% -$1.17K 0.01% 498
2024
Q4
$99.4K Buy
1,021
+95
+10% +$10.1K 0.01% 518
2024
Q3
$95.7K Sell
926
-109
-11% -$12.4K 0.01% 530
2024
Q2
$110K Sell
1,035
-11
-1% -$1.1K 0.02% 473
2024
Q1
$105K Sell
1,046
-6,278
-86% -$644K 0.02% 475
2023
Q4
$738K Sell
7,324
-900
-11% -$86.9K 0.11% 219
2023
Q3
$838K Sell
8,224
-231
-3% -$23.4K 0.13% 186
2023
Q2
$853K Buy
8,455
+697
+9% +$69.7K 0.14% 185
2023
Q1
$714K Sell
7,758
-24
-0.3% -$2.1K 0.12% 199
2022
Q4
$706K Sell
7,782
-410
-5% -$34.5K 0.13% 197
2022
Q3
$623K Sell
8,192
-135
-2% -$11.2K 0.11% 199
2022
Q2
$704K Buy
8,327
+4,534
+120% +$398K 0.13% 198
2022
Q1
$334K Buy
+3,793
New +$328K 0.06% 300
2019
Q1
Sell
-4,766
Closed -$366K 151
2018
Q4
$366K Sell
4,766
-1,357
-22% -$106K 0.27% 96
2018
Q3
$474K Sell
6,123
-105
-2% -$7.76K 0.32% 74
2018
Q2
$422K Buy
6,228
+887
+17% +$61.2K 0.31% 77
2018
Q1
$387K Sell
5,341
-89
-2% -$6.78K 0.32% 80
2017
Q4
$409K Buy
5,430
+252
+5% +$19K 0.31% 91
2017
Q3
$398K Buy
5,178
+149
+3% +$11.3K 0.35% 84
2017
Q2
$376K Buy
5,029
+835
+20% +$59.2K 0.37% 85
2017
Q1
$279K Buy
+4,194
New +$279K 0.33% 86

Other funds holding NVS

Continuum Advisory's NVS Position: Q2 2026 in Review

Continuum Advisory opened a new position in Novartis (NVS) in Q2 2026: 1,421 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #445 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in NVS as recently as Q1 2025.

Continuum Advisory first reported a position in NVS in Q1 2017 and has held it in 22 quarters since. The position peaked at $853K in Q2 2023. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Continuum Advisory held 1,421 shares of Novartis worth $223K as of Q2 2026.
  • Novartis was a new Continuum Advisory position in Q2 2026.
  • Novartis made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #445 holding.
  • Continuum Advisory first reported a position in Novartis in Q1 2017 and has held it in 22 quarters since.
  • Continuum Advisory's Novartis position peaked at $853K in Q2 2023.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.