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Eagle Strategies’s Novartis NVS Stock Holding History

Eagle Strategies’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 		$410K Sell
2,616
-14
-0.5% -$2.1K 0.04% 206
2026
Q1 		$402K Buy
2,630
+27
+1% +$4.14K 0.05% 195
2025
Q4 		$359K Hold
2,603
– – 0.05% 200
2025
Q3 		$334K Hold
2,603
– – 0.04% 201
2025
Q2 		$315K Buy
2,603
+33
+1% +$3.72K 0.05% 189
2025
Q1 		$286K Hold
2,570
– – 0.05% 183
2024
Q4 		$250K Hold
2,570
– – 0.04% 197
2024
Q3 		$296K Hold
2,570
– – 0.05% 168
2024
Q2 		$274K Buy
+2,570
New +$258K 0.05% 176
2024
Q1 		– Sell
-2,534
Closed -$256K – 315
2023
Q4 		$256K Hold
2,534
– – 0.05% 168
2023
Q3 		$258K Hold
2,534
– – 0.06% 159
2023
Q2 		$256K Hold
2,534
– – 0.06% 161
2023
Q1 		$233K Buy
2,534
+29
+1% +$2.53K 0.06% 165
2022
Q4 		$227K Buy
+2,505
New +$211K 0.07% 158
2022
Q3 		– Sell
-2,544
Closed -$215K – 130
2022
Q2 		$215K Sell
2,544
-30
-1% -$2.63K 0.08% 130
2022
Q1 		$226K Buy
2,574
+50
+2% +$4.33K 0.09% 129
2021
Q4 		$221K Buy
+2,524
New +$210K 0.09% 135

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Eagle Strategies's NVS Position: Q2 2026 in Review

Eagle Strategies reduced its Novartis (NVS) stake by 0.53% in Q2 2026, selling an estimated $2.1K and leaving 2,616 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #206.

Eagle Strategies first reported a position in NVS in Q4 2021 and has held it in 17 quarters since. 786 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Eagle Strategies held 2,616 shares of Novartis worth $410K as of Q2 2026.
  • Eagle Strategies sold 14 Novartis shares in Q2 2026, an estimated $2.1K.
  • Novartis made up 0.04% of Eagle Strategies's portfolio in Q2 2026, its #206 holding.
  • Eagle Strategies first reported a position in Novartis in Q4 2021 and has held it in 17 quarters since.
  • 786 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.