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Cookson Peirce & Co’s Novartis NVS Stock Holding History

Cookson Peirce & Co’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 		$44.5M Buy
283,840
+223
+0.1% +$33.4K 1.47% 14
2026
Q1 		$43.3M Buy
283,617
+14,674
+5% +$2.25M 1.83% 12
2025
Q4 		$37.1M Sell
268,943
-3,226
-1% -$422K 1.54% 19
2025
Q3 		$34.9M Buy
272,169
+4,634
+2% +$565K 1.43% 20
2025
Q2 		$32.4M Buy
267,535
+45,408
+20% +$5.12M 1.42% 23
2025
Q1 		$24.8M Buy
+222,127
New +$23.6M 1.25% 29
2024
Q4 		– Sell
-7,056
Closed -$812K – 294
2024
Q3 		$812K Buy
7,056
+9
+0.1% +$1.02K 0.04% 124
2024
Q2 		$750K Sell
7,047
-173
-2% -$17.4K 0.04% 123
2024
Q1 		$698K Sell
7,220
-42
-0.6% -$4.31K 0.04% 129
2023
Q4 		$733K Buy
7,262
+127
+2% +$12.3K 0.04% 120
2023
Q3 		$727K Buy
+7,135
New +$724K 0.05% 120
2022
Q3 		– Sell
-175,674
Closed -$14.8M – 212
2022
Q2 		$14.8M Buy
+175,674
New +$15.4M 1.02% 40
2020
Q3 		– Sell
-6,756
Closed -$590K – 155
2020
Q2 		$590K Sell
6,756
-197
-3% -$17K 0.06% 99
2020
Q1 		$573K Buy
6,953
+347
+5% +$31K 0.07% 89
2019
Q4 		$626K Buy
6,606
+105
+2% +$9.42K 0.06% 112
2019
Q3 		$565K Buy
6,501
+531
+9% +$47.7K 0.05% 113
2019
Q2 		$545K Buy
5,970
+2,971
+99% +$251K 0.05% 115
2019
Q1 		$258K Buy
2,999
+198
+7% +$15.9K 0.02% 136
2018
Q4 		$215K Buy
+2,801
New +$218K 0.02% 145

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Cookson Peirce & Co's NVS Position: Q2 2026 in Review

Cookson Peirce & Co increased its Novartis (NVS) stake by 0.08% in Q2 2026, buying an estimated $33.4K and bringing the position to 283,840 shares worth $44.5M. The position accounts for 1.47% of the portfolio, ranked #14.

Cookson Peirce & Co first reported a position in NVS in Q4 2018 and has held it in 19 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cookson Peirce & Co held 283,840 shares of Novartis worth $44.5M as of Q2 2026.
  • Cookson Peirce & Co bought 223 Novartis shares in Q2 2026, an estimated $33.4K.
  • Novartis made up 1.47% of Cookson Peirce & Co's portfolio in Q2 2026, its #14 holding.
  • Cookson Peirce & Co first reported a position in Novartis in Q4 2018 and has held it in 19 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.