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Gallacher Capital Management’s Novartis NVS Stock Holding History

Gallacher Capital 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 		$551K Sell
3,514
-2,759
-44% -$414K 0.31% 94
2026
Q1 		$958K Sell
6,273
-104
-2% -$15.9K 0.37% 70
2025
Q4 		$879K Hold
6,377
– – 0.34% 65
2025
Q3 		$818K Buy
6,377
+1,006
+19% +$123K 0.32% 65
2025
Q2 		$650K Buy
5,371
+92
+2% +$10.4K 0.3% 71
2025
Q1 		$588K Buy
5,279
+219
+4% +$23.3K 0.29% 85
2024
Q4 		$492K Buy
5,060
+124
+3% +$13.2K 0.24% 95
2024
Q3 		$568K Sell
4,936
-45
-0.9% -$5.11K 0.26% 83
2024
Q2 		$530K Buy
4,981
+179
+4% +$18K 0.28% 80
2024
Q1 		$465K Buy
4,802
+628
+15% +$64.4K 0.24% 100
2023
Q4 		$421K Buy
4,174
+44
+1% +$4.25K 0.24% 96
2023
Q3 		$421K Buy
4,130
+116
+3% +$11.8K 0.26% 80
2023
Q2 		$405K Buy
4,014
+87
+2% +$8.7K 0.23% 116
2023
Q1 		$361K Buy
3,927
+448
+13% +$39.1K 0.22% 123
2022
Q4 		$316K Buy
+3,479
New +$293K 0.19% 123

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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Gallacher Capital Management's NVS Position: Q2 2026 in Review

Gallacher Capital Management reduced its Novartis (NVS) stake by 44% in Q2 2026, selling an estimated $414K and leaving 3,514 shares worth $551K. The position accounts for 0.31% of the portfolio, ranked #94.

Gallacher Capital Management first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. The position peaked at $958K in Q1 2026. 417 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Gallacher Capital Management held 3,514 shares of Novartis worth $551K as of Q2 2026.
  • Gallacher Capital Management sold 2,759 Novartis shares in Q2 2026, an estimated $414K.
  • Novartis made up 0.31% of Gallacher Capital Management's portfolio in Q2 2026, its #94 holding.
  • Gallacher Capital Management first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • Gallacher Capital Management's Novartis position peaked at $958K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.