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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
2020
Q4 		– Sell
-2,599
Closed -$226K – 441
2020
Q3 		$226K Buy
+2,599
New +$225K 0.06% 233

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
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
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. 428 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.
  • 428 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.