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Dynamic Advisor Solutions’s Novartis NVS Stock Holding History

Dynamic Advisor Solutions’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 		$2.81M Buy
17,912
+1,298
+8% +$195K 0.08% 255
2026
Q1 		$2.54M Buy
16,614
+59
+0.4% +$9.04K 0.08% 255
2025
Q4 		$2.28M Sell
16,555
-3,311
-17% -$434K 0.07% 266
2025
Q3 		$2.55M Sell
19,866
-511
-3% -$62.4K 0.07% 270
2025
Q2 		$2.47M Buy
20,377
+3,861
+23% +$435K 0.08% 262
2025
Q1 		$1.84M Sell
16,516
-20
-0.1% -$2.13K 0.06% 296
2024
Q4 		$1.61M Sell
16,536
-92
-0.6% -$9.81K 0.07% 244
2024
Q3 		$1.91M Sell
16,628
-831
-5% -$94.3K 0.06% 308
2024
Q2 		$1.86M Buy
17,459
+3,042
+21% +$305K 0.06% 309
2024
Q1 		$1.39M Sell
14,417
-3,812
-21% -$391K 0.05% 368
2023
Q4 		$1.94M Sell
18,229
-215
-1% -$20.8K 0.07% 289
2023
Q3 		$1.88M Buy
18,444
+780
+4% +$79.2K 0.09% 243
2023
Q2 		$1.78M Buy
17,664
+3,182
+22% +$318K 0.09% 243
2023
Q1 		$1.33M Buy
14,482
+10,445
+259% +$912K 0.08% 272
2022
Q4 		$366K Sell
4,037
-645
-14% -$54.3K 0.03% 512
2022
Q3 		$356K Sell
4,682
-196
-4% -$16.2K 0.03% 481
2022
Q2 		$412K Buy
4,878
+67
+1% +$5.88K 0.03% 450
2022
Q1 		$422K Buy
4,811
+345
+8% +$29.9K 0.03% 468
2021
Q4 		$391K Buy
4,466
+14
+0.3% +$1.16K 0.03% 495
2021
Q3 		$364K Sell
4,452
-504
-10% -$45.3K 0.03% 519
2021
Q2 		$452K Buy
4,956
+38
+0.8% +$3.38K 0.04% 456
2021
Q1 		$420K Sell
4,918
-298
-6% -$26.7K 0.04% 421
2020
Q4 		$493K Buy
5,216
+2,229
+75% +$195K 0.05% 363
2020
Q3 		$260K Sell
2,987
-29
-1% -$2.51K 0.03% 470
2020
Q2 		$263K Sell
3,016
-555
-16% -$47.9K 0.04% 408
2020
Q1 		$294K Sell
3,571
-309
-8% -$27.6K 0.05% 338
2019
Q4 		$367K Buy
3,880
+30
+0.8% +$2.69K 0.05% 364
2019
Q3 		$335K Sell
3,850
-3,404
-47% -$306K 0.05% 353
2019
Q2 		$662K Buy
7,254
+3,017
+71% +$255K 0.11% 218
2019
Q1 		$365K Sell
4,237
-518
-11% -$41.6K 0.07% 272
2018
Q4 		$366K Buy
4,755
+304
+7% +$23.7K 0.08% 250
2018
Q3 		$344K Buy
4,451
+105
+2% +$7.76K 0.07% 275
2018
Q2 		$295K Buy
4,346
+1,290
+42% +$89K 0.07% 299
2018
Q1 		$222K Buy
+3,056
New +$233K 0.06% 315
2016
Q4 		– Sell
-9,301
Closed -$658K – 230
2016
Q3 		$658K Buy
+9,301
New +$678K 0.25% 122
2014
Q1 		– Sell
-7,920
Closed -$571K – 209
2013
Q4 		$571K Buy
+7,920
New +$551K 0.42% 78

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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Dynamic Advisor Solutions's NVS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Novartis (NVS) stake by 7.8% in Q2 2026, buying an estimated $195K and bringing the position to 17,912 shares worth $2.81M. The position accounts for 0.08% of the portfolio, ranked #255.

Dynamic Advisor Solutions first reported a position in NVS in Q4 2013 and has held it in 36 quarters since. 290 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Dynamic Advisor Solutions held 17,912 shares of Novartis worth $2.81M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,298 Novartis shares in Q2 2026, an estimated $195K.
  • Novartis made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #255 holding.
  • Dynamic Advisor Solutions first reported a position in Novartis in Q4 2013 and has held it in 36 quarters since.
  • 290 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.