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Gateway Investment Advisers’s Novartis NVS Stock Holding History

Gateway 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 		$1.03M Buy
6,564
+202
+3% +$30.3K 0.01% 434
2026
Q1 		$972K Buy
6,362
+541
+9% +$82.9K 0.01% 347
2025
Q4 		$803K Buy
5,821
+53
+0.9% +$6.94K 0.01% 395
2025
Q3 		$740K Buy
5,768
+2,967
+106% +$362K 0.01% 370
2025
Q2 		$339K Buy
2,801
+159
+6% +$17.9K ﹤0.01% 405
2025
Q1 		$295K Buy
+2,642
New +$281K ﹤0.01% 445
2024
Q4 		– Sell
-2,373
Closed -$273K – 517
2024
Q3 		$273K Hold
2,373
– – ﹤0.01% 459
2024
Q2 		$253K Hold
2,373
– – ﹤0.01% 463
2024
Q1 		$230K Buy
+2,373
New +$243K ﹤0.01% 479
2014
Q2 		– Sell
-4,213
Closed -$321K – 673
2014
Q1 		$321K Hold
4,213
– – ﹤0.01% 645
2013
Q4 		$303K Sell
4,213
-1,004
-19% -$69.8K ﹤0.01% 647
2013
Q3 		$359K Hold
5,217
– – ﹤0.01% 636
2013
Q2 		$331K Buy
+5,217
New +$339K ﹤0.01% 631

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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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
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

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

Gateway Investment Advisers increased its Novartis (NVS) stake by 3.2% in Q2 2026, buying an estimated $30.3K and bringing the position to 6,564 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #434.

Gateway Investment Advisers first reported a position in NVS in Q2 2013 and has held it in 13 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Gateway Investment Advisers held 6,564 shares of Novartis worth $1.03M as of Q2 2026.
  • Gateway Investment Advisers bought 202 Novartis shares in Q2 2026, an estimated $30.3K.
  • Novartis made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #434 holding.
  • Gateway Investment Advisers first reported a position in Novartis in Q2 2013 and has held it in 13 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.