Cypress Wealth Services’s Novartis NVS Stock Holding History

Cypress Wealth Services’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	$305K	Sell	1,948 -151	-7%	-$22.6K	0.04%	336
2026 Q1	$321K	Sell	2,099 -507	-19%	-$77.7K	0.05%	291
2025 Q4	$359K	Buy	2,606 +480	+23%	+$62.9K	0.05%	260
2025 Q3	$273K	Buy	2,126 +4	+0.2%	+$488	0.04%	271
2025 Q2	$257K	Buy	2,122 +138	+7%	+$15.6K	0.05%	263
2025 Q1	$221K	Buy	+1,984	New	+$211K	0.04%	258
2024 Q4	–	Sell	-1,850	Closed	-$213K	–	296
2024 Q3	$213K	Buy	+1,850	New	+$210K	0.04%	257
2024 Q2	–	Sell	-2,084	Closed	-$202K	–	271
2024 Q1	$202K	Buy	+2,084	New	+$214K	0.05%	248
2021 Q2	–	Sell	-2,456	Closed	-$210K	–	300
2021 Q1	$210K	Buy	2,456 +93	+4%	+$8.35K	0.04%	274
2020 Q4	$223K	Buy	+2,363	New	+$206K	0.05%	259

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

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 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

Cypress Wealth Services's NVS Position: Q2 2026 in Review

Cypress Wealth Services reduced its Novartis (NVS) stake by 7.2% in Q2 2026, selling an estimated $22.6K and leaving 1,948 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #336.

Cypress Wealth Services first reported a position in NVS in Q4 2020 and has held it in 10 quarters since. The position peaked at $359K in Q4 2025. 422 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cypress Wealth Services held 1,948 shares of Novartis worth $305K as of Q2 2026.
Cypress Wealth Services sold 151 Novartis shares in Q2 2026, an estimated $22.6K.
Novartis made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #336 holding.
Cypress Wealth Services first reported a position in Novartis in Q4 2020 and has held it in 10 quarters since.
Cypress Wealth Services's Novartis position peaked at $359K in Q4 2025.
422 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.