Deroy & Devereaux Private Investment Counsel’s Novartis NVS Stock Holding History

Deroy & Devereaux Private Investment Counsel’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	$500K	Sell	3,192 -300	-9%	-$45K	0.02%	133
2026 Q1	$533K	Buy	3,492 +1,430	+69%	+$219K	0.03%	130
2025 Q4	$284K	Hold	2,062	–	–	0.01%	151
2025 Q3	$264K	Hold	2,062	–	–	0.01%	153
2025 Q2	$250K	Buy	2,062 +87	+4%	+$9.81K	0.01%	153
2025 Q1	$220K	Buy	+1,975	New	+$210K	0.01%	158
2024 Q4	–	Sell	-2,075	Closed	-$239K	–	177
2024 Q3	$239K	Sell	2,075 -100	-5%	-$11.3K	0.01%	157
2024 Q2	$232K	Sell	2,175 -200	-8%	-$20.1K	0.01%	158
2024 Q1	$230K	Hold	2,375	–	–	0.01%	164
2023 Q4	$240K	Sell	2,375 -100	-4%	-$9.65K	0.02%	161
2023 Q3	$252K	Sell	2,475 -200	-7%	-$20.3K	0.02%	161
2023 Q2	$270K	Hold	2,675	–	–	0.02%	160
2023 Q1	$246K	Buy	2,675 +400	+18%	+$34.9K	0.02%	130
2022 Q4	$206K	Buy	+2,275	New	+$192K	0.02%	136
2021 Q4	–	Sell	-2,475	Closed	-$202K	–	158
2021 Q3	$202K	Hold	2,475	–	–	0.02%	146
2021 Q2	$226K	Hold	2,475	–	–	0.02%	145
2021 Q1	$212K	Hold	2,475	–	–	0.02%	142
2020 Q4	$234K	Hold	2,475	–	–	0.02%	138
2020 Q3	$215K	Sell	2,475 -200	-7%	-$17.3K	0.02%	139
2020 Q2	$234K	Sell	2,675 -200	-7%	-$17.3K	0.03%	130
2020 Q1	$237K	Hold	2,875	–	–	0.03%	124
2019 Q4	$272K	Hold	2,875	–	–	0.02%	118
2019 Q3	$250K	Sell	2,875 -50	-2%	-$4.49K	0.02%	125
2019 Q2	$267K	Sell	2,925 -339	-10%	-$28.7K	0.03%	120
2019 Q1	$281K	Hold	3,264	–	–	0.03%	124
2018 Q4	$251K	Hold	3,264	–	–	0.03%	137
2018 Q3	$252K	Hold	3,264	–	–	0.03%	155
2018 Q2	$221K	Hold	3,264	–	–	0.02%	154
2018 Q1	$236K	Sell	3,264 -112	-3%	-$8.53K	0.03%	153
2017 Q4	$254K	Hold	3,376	–	–	0.03%	145
2017 Q3	$260K	Sell	3,376 -307	-8%	-$23.2K	0.03%	141
2017 Q2	$275K	Sell	3,683 -167	-4%	-$11.8K	0.03%	133
2017 Q1	$256K	Sell	3,850 -168	-4%	-$11.2K	0.03%	137
2016 Q4	$262K	Hold	4,018	–	–	0.03%	134
2016 Q3	$284K	Hold	4,018	–	–	0.04%	129
2016 Q2	$297K	Hold	4,018	–	–	0.04%	134
2016 Q1	$261K	Hold	4,018	–	–	0.04%	140
2015 Q4	$310K	Hold	4,018	–	–	0.04%	129
2015 Q3	$331K	Hold	4,018	–	–	0.05%	123
2015 Q2	$354K	Hold	4,018	–	–	0.05%	125
2015 Q1	$355K	Hold	4,018	–	–	0.04%	125
2014 Q4	$334K	Sell	4,018 -94	-2%	-$7.79K	0.04%	135
2014 Q3	$347K	Hold	4,112	–	–	0.05%	113
2014 Q2	$334K	Sell	4,112 -335	-8%	-$26.3K	0.05%	120
2014 Q1	$339K	Sell	4,447 -1,284	-22%	-$93.6K	0.05%	126
2013 Q4	$413K	Hold	5,731	–	–	0.06%	124
2013 Q3	$394K	Hold	5,731	–	–	0.07%	113
2013 Q2	$363K	Buy	+5,731	New	+$373K	0.07%	117

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's NVS Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel reduced its Novartis (NVS) stake by 8.6% in Q2 2026, selling an estimated $45K and leaving 3,192 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #133.

Deroy & Devereaux Private Investment Counsel first reported a position in NVS in Q2 2013 and has held it in 48 quarters since. The position peaked at $533K in Q1 2026. 1,179 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Deroy & Devereaux Private Investment Counsel held 3,192 shares of Novartis worth $500K as of Q2 2026.
Deroy & Devereaux Private Investment Counsel sold 300 Novartis shares in Q2 2026, an estimated $45K.
Novartis made up 0.02% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #133 holding.
Deroy & Devereaux Private Investment Counsel first reported a position in Novartis in Q2 2013 and has held it in 48 quarters since.
Deroy & Devereaux Private Investment Counsel's Novartis position peaked at $533K in Q1 2026.
1,179 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.