CI
NVS icon

CX Institutional’s Novartis NVS Stock Holding History

CX Institutional’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 		$132K Sell
844
-3,359
-80% -$504K ﹤0.01% 814
2026
Q1 		$642K Sell
4,203
-609
-13% -$93.4K 0.02% 409
2025
Q4 		$663K Sell
4,812
-5,484
-53% -$718K 0.02% 354
2025
Q3 		$1.32M Sell
10,296
-69
-0.7% -$8.42K 0.04% 258
2025
Q2 		$1.25M Hold
10,365
– – 0.04% 239
2025
Q1 		$1.16M Sell
10,365
-174
-2% -$18.5K 0.04% 252
2024
Q4 		$1.03M Sell
10,539
-140
-1% -$14.9K 0.04% 254
2024
Q3 		$1.23M Buy
10,679
+401
+4% +$45.5K 0.05% 255
2024
Q2 		$1.09M Buy
10,278
+76
+0.7% +$7.63K 0.05% 272
2024
Q1 		$987K Sell
10,202
-53
-0.5% -$5.43K 0.05% 285
2023
Q4 		$1.04M Hold
10,255
– – 0.06% 252
2023
Q3 		$1.04M Hold
10,255
– – 0.06% 243
2023
Q2 		$1.03M Sell
10,255
-93
-0.9% -$9.3K 0.05% 270
2023
Q1 		$957K Buy
10,348
+146
+1% +$12.8K 0.05% 278
2022
Q4 		$926K Hold
10,202
– – 0.06% 287
2022
Q3 		$775K Hold
10,202
– – 0.05% 295
2022
Q2 		$862K Hold
10,202
– – 0.07% 253
2022
Q1 		$895K Buy
10,202
+1,375
+16% +$119K 0.07% 228
2021
Q4 		$772K Sell
8,827
-1,375
-13% -$114K 0.06% 222
2021
Q3 		$834K Hold
10,202
– – 0.07% 221
2021
Q2 		$931K Hold
10,202
– – 0.08% 205
2021
Q1 		$872K Hold
10,202
– – 0.08% 205
2020
Q4 		$963K Sell
10,202
-13
-0.1% -$1.14K 0.09% 190
2020
Q3 		$888K Sell
10,215
-31
-0.3% -$2.69K 0.1% 176
2020
Q2 		$895K Buy
10,246
+166
+2% +$14.3K 0.12% 153
2020
Q1 		$831K Hold
10,080
– – 0.14% 143
2019
Q4 		$954K Sell
10,080
-16
-0.2% -$1.44K 0.17% 115
2019
Q3 		$877K Sell
10,096
-29
-0.3% -$2.6K 0.14% 139
2019
Q2 		$925K Sell
10,125
-1,474
-13% -$125K 0.15% 133
2019
Q1 		$999K Buy
11,599
+364
+3% +$29.2K 0.18% 129
2018
Q4 		$864K Buy
+11,235
New +$875K 0.18% 96

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

CX Institutional's NVS Position: Q2 2026 in Review

CX Institutional reduced its Novartis (NVS) stake by 80% in Q2 2026, selling an estimated $504K and leaving 844 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

CX Institutional first reported a position in NVS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.32M in Q3 2025. 406 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • CX Institutional held 844 shares of Novartis worth $132K as of Q2 2026.
  • CX Institutional sold 3,359 Novartis shares in Q2 2026, an estimated $504K.
  • Novartis made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #814 holding.
  • CX Institutional first reported a position in Novartis in Q4 2018 and has held it in 31 quarters since.
  • CX Institutional's Novartis position peaked at $1.32M in Q3 2025.
  • 406 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.