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Crestwood Advisors Group’s Novartis NVS Stock Holding History

Crestwood Advisors 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 		$851K Buy
5,428
+536
+11% +$80.4K 0.01% 351
2026
Q1 		$747K Buy
4,892
+913
+23% +$140K 0.01% 339
2025
Q4 		$549K Buy
3,979
+1,040
+35% +$136K 0.01% 374
2025
Q3 		$377K Buy
2,939
+189
+7% +$23.1K 0.01% 410
2025
Q2 		$333K Sell
2,750
-220
-7% -$24.8K 0.01% 417
2025
Q1 		$331K Buy
2,970
+661
+29% +$70.4K 0.01% 405
2024
Q4 		$225K Buy
2,309
+205
+10% +$21.9K ﹤0.01% 434
2024
Q3 		$242K Buy
+2,104
New +$239K ﹤0.01% 400
2017
Q2 		– Sell
-1,760
Closed -$123K – 350
2017
Q1 		$123K Sell
1,760
-5,581
-76% -$372K 0.01% 174
2016
Q4 		$479K Hold
7,341
– – 0.05% 102
2016
Q3 		$519K Sell
7,341
-119,168
-94% -$8.68M 0.06% 77
2016
Q2 		$9.35M Sell
126,509
-13,582
-10% -$938K 1.16% 39
2016
Q1 		$9.09M Buy
140,091
+3,493
+3% +$238K 1.07% 40
2015
Q4 		$10.5M Sell
136,598
-6,873
-5% -$546K 1.27% 39
2015
Q3 		$11.8M Buy
143,471
+5,021
+4% +$447K 1.53% 29
2015
Q2 		$12.2M Buy
138,450
+9,352
+7% +$858K 1.62% 31
2015
Q1 		$11.4M Buy
129,098
+11,915
+10% +$1.06M 1.63% 32
2014
Q4 		$9.73M Buy
117,183
+2,832
+2% +$235K 1.46% 37
2014
Q3 		$9.64M Sell
114,351
-1,109
-1% -$89.7K 1.51% 31
2014
Q2 		$9.37M Buy
115,460
+2,193
+2% +$172K 1.49% 29
2014
Q1 		$8.63M Buy
113,267
+3,043
+3% +$222K 1.41% 34
2013
Q4 		$7.94M Buy
110,224
+941
+0.9% +$65.4K 1.27% 36
2013
Q3 		$7.51M Buy
109,283
+3,607
+3% +$239K 1.32% 32
2013
Q2 		$6.7M Buy
+105,676
New +$6.88M 1.24% 32

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

Crestwood Advisors Group's NVS Position: Q2 2026 in Review

Crestwood Advisors Group increased its Novartis (NVS) stake by 11% in Q2 2026, buying an estimated $80.4K and bringing the position to 5,428 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #351.

Crestwood Advisors Group first reported a position in NVS in Q2 2013 and has held it in 24 quarters since. The position peaked at $12.2M in Q2 2015. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Crestwood Advisors Group held 5,428 shares of Novartis worth $851K as of Q2 2026.
  • Crestwood Advisors Group bought 536 Novartis shares in Q2 2026, an estimated $80.4K.
  • Novartis made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #351 holding.
  • Crestwood Advisors Group first reported a position in Novartis in Q2 2013 and has held it in 24 quarters since.
  • Crestwood Advisors Group's Novartis position peaked at $12.2M in Q2 2015.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.