Cornerstone Advisory’s Novartis NVS Stock Holding History

Cornerstone Advisory’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	$309K	Sell	1,974 -56	-3%	-$8.39K	0.03%	218
2026 Q1	$310K	Buy	2,030 +5	+0.2%	+$766	0.03%	210
2025 Q4	$279K	Hold	2,025	–	–	0.03%	211
2025 Q3	$260K	Buy	2,025 +12	+0.6%	+$1.46K	0.03%	210
2025 Q2	$244K	Sell	2,013 -5	-0.2%	-$564	0.03%	212
2025 Q1	$223K	Buy	+2,018	New	+$215K	0.03%	212
2022 Q1	–	Sell	-1,000	Closed	-$88K	–	592
2021 Q4	$88K	Buy	+1,000	New	+$83K	0.01%	345

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Cornerstone Advisory's NVS Position: Q2 2026 in Review

Cornerstone Advisory reduced its Novartis (NVS) stake by 2.8% in Q2 2026, selling an estimated $8.39K and leaving 1,974 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #218.

Cornerstone Advisory first reported a position in NVS in Q4 2021 and has held it in 7 quarters since. The position peaked at $310K in Q1 2026. 652 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cornerstone Advisory held 1,974 shares of Novartis worth $309K as of Q2 2026.
Cornerstone Advisory sold 56 Novartis shares in Q2 2026, an estimated $8.39K.
Novartis made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #218 holding.
Cornerstone Advisory first reported a position in Novartis in Q4 2021 and has held it in 7 quarters since.
Cornerstone Advisory's Novartis position peaked at $310K in Q1 2026.
652 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.