Evermay Wealth Management’s Novartis NVS Stock Holding History

Evermay Wealth Management’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	$139K	Buy	884 +258	+41%	+$38.7K	0.01%	237
2026 Q1	$95.6K	Sell	626 -490	-44%	-$75.1K	0.01%	254
2025 Q4	$154K	Sell	1,116 -48	-4%	-$6.29K	0.02%	221
2025 Q3	$149K	Hold	1,164	–	–	0.02%	227
2025 Q2	$141K	Hold	1,164	–	–	0.02%	232
2025 Q1	$130K	Hold	1,164	–	–	0.02%	232
2024 Q4	$113K	Sell	1,164 -12	-1%	-$1.28K	0.02%	245
2024 Q3	$135K	Hold	1,176	–	–	0.02%	236
2024 Q2	$125K	Hold	1,176	–	–	0.02%	241
2024 Q1	$114K	Buy	1,176 +100	+9%	+$10.3K	0.02%	265
2023 Q4	$109K	Hold	1,076	–	–	0.02%	250
2023 Q3	$110K	Hold	1,076	–	–	0.02%	225
2023 Q2	$109K	Buy	1,076 +467	+77%	+$46.7K	0.02%	231
2023 Q1	$56K	Hold	609	–	–	0.01%	292
2022 Q4	$55.2K	Buy	609 +276	+83%	+$23.2K	0.01%	290
2022 Q3	$25K	Hold	333	–	–	0.01%	329
2022 Q2	$28K	Hold	333	–	–	0.01%	318
2022 Q1	$29K	Hold	333	–	–	﹤0.01%	342
2021 Q4	$29K	Hold	333	–	–	0.01%	328
2021 Q3	$27K	Hold	333	–	–	0.01%	317
2021 Q2	$30K	Buy	+333	New	+$29.7K	0.01%	330
2014 Q4	–	Sell	-2,570	Closed	-$217K	–	90
2014 Q3	$217K	Sell	2,570 -34	-1%	-$2.75K	0.19%	74
2014 Q2	$211K	Buy	+2,604	New	+$205K	0.18%	77

Other funds holding NVS

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evermay Wealth Management's NVS Position: Q2 2026 in Review

Evermay Wealth Management increased its Novartis (NVS) stake by 41% in Q2 2026, buying an estimated $38.7K and bringing the position to 884 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #237.

Evermay Wealth Management first reported a position in NVS in Q2 2014 and has held it in 23 quarters since. The position peaked at $217K in Q3 2014. 563 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Evermay Wealth Management held 884 shares of Novartis worth $139K as of Q2 2026.
Evermay Wealth Management bought 258 Novartis shares in Q2 2026, an estimated $38.7K.
Novartis made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #237 holding.
Evermay Wealth Management first reported a position in Novartis in Q2 2014 and has held it in 23 quarters since.
Evermay Wealth Management's Novartis position peaked at $217K in Q3 2014.
563 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.