Diversify Advisory Services’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.13M Buy
+20,054
New +$3.01M 0.05% 279
2026
Q1
Sell
-3,602
Closed -$520K 639
2025
Q4
$520K Sell
3,602
-1,590
-31% -$208K 0.02% 594
2025
Q3
$643K Sell
5,192
-2,184
-30% -$266K 0.02% 484
2025
Q2
$880K Buy
7,376
+4,333
+142% +$488K 0.03% 361
2025
Q1
$345K Sell
3,043
-1,549
-34% -$165K 0.02% 452
2024
Q4
$455K Sell
4,592
-128
-3% -$13.7K 0.03% 377
2024
Q3
$540K Buy
4,720
+2,080
+79% +$236K 0.03% 365
2024
Q2
$286K Buy
2,640
+470
+22% +$47.2K 0.02% 515
2024
Q1
$208K Buy
+2,170
New +$222K 0.01% 608

Other funds holding NVS

Diversify Advisory Services's NVS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Novartis (NVS) in Q2 2026: 20,054 shares worth $3.13M. The stake represents 0.05% of the portfolio and ranks #279 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in NVS as recently as Q4 2025.

Diversify Advisory Services first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Diversify Advisory Services held 20,054 shares of Novartis worth $3.13M as of Q2 2026.
  • Novartis was a new Diversify Advisory Services position in Q2 2026.
  • Novartis made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #279 holding.
  • Diversify Advisory Services first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.