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CV Advisors’s Novartis NVS Stock Holding History

CV 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 		$596K Buy
+3,800
New +$570K 0.11% 79

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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

CV Advisors's NVS Position: Q2 2026 in Review

CV Advisors opened a new position in Novartis (NVS) in Q2 2026: 3,800 shares worth $596K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings.

386 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • CV Advisors held 3,800 shares of Novartis worth $596K as of Q2 2026.
  • Novartis was a new CV Advisors position in Q2 2026.
  • Novartis made up 0.11% of CV Advisors's portfolio in Q2 2026, its #79 holding.
  • 386 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.