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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 766 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.
766 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.