Five Oceans Advisors’s Novartis NVS Stock Holding History

Five Oceans Advisors’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	$1.24M	Hold	7,908	–	–	0.4%	35
2026 Q1	$1.21M	Hold	7,908	–	–	0.44%	30
2025 Q4	$1.09M	Hold	7,908	–	–	0.39%	32
2025 Q3	$1.01M	Hold	7,908	–	–	0.37%	35
2025 Q2	$957K	Buy	7,908 +565	+8%	+$63.7K	0.41%	37
2025 Q1	$819K	Buy	7,343 +2,087	+40%	+$222K	0.39%	41
2024 Q4	$511K	Sell	5,256 -5,037	-49%	-$537K	0.23%	63
2024 Q3	$1.18M	Buy	10,293 +3,806	+59%	+$432K	0.57%	31
2024 Q2	$691K	Buy	6,487 +941	+17%	+$94.5K	0.36%	48
2024 Q1	$536K	Hold	5,546	–	–	0.28%	58
2023 Q4	$560K	Hold	5,546	–	–	0.31%	60
2023 Q3	$565K	Hold	5,546	–	–	0.36%	57
2023 Q2	$560K	Hold	5,546	–	–	0.36%	57
2023 Q1	$510K	Sell	5,546 -2,040	-27%	-$178K	0.33%	70
2022 Q4	$688K	Hold	7,586	–	–	0.48%	45
2022 Q3	$577K	Buy	7,586 +3,382	+80%	+$280K	0.46%	52
2022 Q2	$355K	Buy	4,204 +807	+24%	+$70.8K	0.26%	76
2022 Q1	$298K	Buy	3,397 +1,083	+47%	+$93.8K	0.27%	74
2021 Q4	$202K	Sell	2,314 -156	-6%	-$13K	0.18%	107
2021 Q3	$202K	Buy	+2,470	New	+$222K	0.23%	90

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

Five Oceans Advisors's NVS Position: Q2 2026 in Review

Five Oceans Advisors held its Novartis (NVS) position steady in Q2 2026 at 7,908 shares worth $1.24M. The position accounts for 0.4% of the portfolio, ranked #35.

Five Oceans Advisors first reported a position in NVS in Q3 2021 and has held it in 20 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Five Oceans Advisors held 7,908 shares of Novartis worth $1.24M as of Q2 2026.
Five Oceans Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.4% of Five Oceans Advisors's portfolio in Q2 2026, its #35 holding.
Five Oceans Advisors first reported a position in Novartis in Q3 2021 and has held it in 20 quarters since.
285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.