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FNY Investment Advisers’s Novartis NVS Stock Holding History

FNY Investment Advisers’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 		– Sell
-700
Closed -$106K – 989
2026
Q1 		$106K Buy
+700
New +$107K 0.05% 270
2024
Q4 		– Sell
-5,000
Closed -$575K – 856
2024
Q3 		$575K Buy
+5,000
New +$567K 0.28% 92
2023
Q4 		– Sell
-4,000
Closed -$386K – 705
2023
Q3 		$386K Buy
+4,000
New +$406K 0.23% 63
2022
Q4 		– Sell
-5,380
Closed -$408K – 677
2022
Q3 		$408K Buy
+5,380
New +$446K 0.28% 61
2022
Q1 		– Sell
-10,000
Closed -$874K – 859
2021
Q4 		$874K Sell
10,000
-22,400
-69% -$1.86M 0.47% 51
2021
Q3 		$2.65M Buy
+32,400
New +$2.91M 1.23% 18
2021
Q2 		– Sell
-3,000
Closed -$256K – 905
2021
Q1 		$256K Sell
3,000
-8,950
-75% -$803K 0.1% 154
2020
Q4 		$1.13M Buy
11,950
+6,950
+139% +$607K 0.31% 82
2020
Q3 		$434K Sell
5,000
-11,900
-70% -$1.03M 0.18% 114
2020
Q2 		$1.48M Buy
+16,900
New +$1.46M 0.86% 27
2020
Q1 		– Sell
-20,293
Closed -$1.92M – 701
2019
Q4 		$1.92M Buy
+20,293
New +$1.82M 0.6% 30
2019
Q2 		– Sell
-14,887
Closed -$1.28M – 1082
2019
Q1 		$1.28M Buy
+14,887
New +$1.2M 0.44% 36

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

FNY Investment Advisers's NVS Position: Q2 2026 in Review

FNY Investment Advisers sold out of Novartis (NVS) in Q2 2026, closing a stake of 700 shares — an estimated $106K sold.

FNY Investment Advisers first reported a position in NVS in Q1 2019 and held it in 12 quarters. The position peaked at $2.65M in Q3 2021. 779 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • FNY Investment Advisers reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • FNY Investment Advisers sold 700 Novartis shares in Q2 2026, an estimated $106K.
  • FNY Investment Advisers first reported a position in Novartis in Q1 2019 and held it in 12 quarters.
  • FNY Investment Advisers's Novartis position peaked at $2.65M in Q3 2021.
  • 779 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.