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Diversified Trust’s Novartis NVS Stock Holding History

Diversified Trust’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 		$1.35M Buy
8,626
+3,072
+55% +$461K 0.02% 395
2026
Q1 		$848K Sell
5,554
-101
-2% -$15.5K 0.02% 510
2025
Q4 		$780K Sell
5,655
-28
-0.5% -$3.67K 0.01% 519
2025
Q3 		$729K Buy
5,683
+469
+9% +$57.2K 0.01% 501
2025
Q2 		$631K Sell
5,214
-237
-4% -$26.7K 0.01% 525
2025
Q1 		$608K Buy
5,451
+333
+7% +$35.5K 0.02% 511
2024
Q4 		$498K Buy
5,118
+19
+0.4% +$2.03K 0.01% 601
2024
Q3 		$586K Buy
5,099
+229
+5% +$26K 0.01% 549
2024
Q2 		$518K Sell
4,870
-186
-4% -$18.7K 0.01% 532
2024
Q1 		$489K Buy
5,056
+99
+2% +$10.2K 0.01% 517
2023
Q4 		$501K Sell
4,957
-163
-3% -$15.7K 0.02% 506
2023
Q3 		$522K Buy
5,120
+517
+11% +$52.5K 0.02% 449
2023
Q2 		$464K Sell
4,603
-2,247
-33% -$225K 0.02% 486
2023
Q1 		$630K Buy
6,850
+1,320
+24% +$115K 0.02% 386
2022
Q4 		$502K Buy
5,530
+2,256
+69% +$190K 0.02% 421
2022
Q3 		$249K Sell
3,274
-6,518
-67% -$540K 0.01% 609
2022
Q2 		$828K Buy
9,792
+188
+2% +$16.5K 0.03% 260
2022
Q1 		$843K Sell
9,604
-740
-7% -$64.1K 0.03% 298
2021
Q4 		$905K Buy
10,344
+907
+10% +$75.3K 0.03% 285
2021
Q3 		$772K Sell
9,437
-152
-2% -$13.7K 0.03% 283
2021
Q2 		$875K Sell
9,589
-175
-2% -$15.6K 0.03% 263
2021
Q1 		$835K Buy
9,764
+937
+11% +$84.1K 0.03% 247
2020
Q4 		$834K Sell
8,827
-15
-0.2% -$1.31K 0.03% 236
2020
Q3 		$769K Buy
8,842
+14
+0.2% +$1.21K 0.04% 228
2020
Q2 		$771K Buy
8,828
+27
+0.3% +$2.33K 0.04% 193
2020
Q1 		$726K Buy
8,801
+8
+0.1% +$714 0.04% 159
2019
Q4 		$833K Sell
8,793
-28
-0.3% -$2.51K 0.04% 158
2019
Q3 		$767K Sell
8,821
-406
-4% -$36.5K 0.04% 141
2019
Q2 		$843K Sell
9,227
-673
-7% -$57K 0.04% 142
2019
Q1 		$853K Hold
9,900
– – 0.04% 143
2018
Q4 		$761K Buy
+9,900
New +$771K 0.04% 142

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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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

Diversified Trust's NVS Position: Q2 2026 in Review

Diversified Trust increased its Novartis (NVS) stake by 55% in Q2 2026, buying an estimated $461K and bringing the position to 8,626 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #395.

Diversified Trust first reported a position in NVS in Q4 2018 and has held it in 31 quarters since. 459 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Diversified Trust held 8,626 shares of Novartis worth $1.35M as of Q2 2026.
  • Diversified Trust bought 3,072 Novartis shares in Q2 2026, an estimated $461K.
  • Novartis made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #395 holding.
  • Diversified Trust first reported a position in Novartis in Q4 2018 and has held it in 31 quarters since.
  • 459 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.