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Entelevest’s Novartis NVS Stock Holding History

Entelevest’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 		$284K Buy
+1,810
New +$271K 0.24% 92

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Entelevest's NVS Position: Q2 2026 in Review

Entelevest opened a new position in Novartis (NVS) in Q2 2026: 1,810 shares worth $284K. The stake represents 0.24% of the portfolio and ranks #92 among its holdings.

509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Entelevest held 1,810 shares of Novartis worth $284K as of Q2 2026.
  • Novartis was a new Entelevest position in Q2 2026.
  • Novartis made up 0.24% of Entelevest's portfolio in Q2 2026, its #92 holding.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Entelevest's 13F filing for Q2 2026, filed 22 Jul 2026.