GHP Investment Advisors’s Novartis NVS Stock Holding History

GHP Investment 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	$210K	Hold	1,343	–	–	0.01%	399
2026 Q1	$205K	Buy	1,343 +35	+3%	+$5.37K	0.01%	389
2025 Q4	$180K	Buy	1,308 +59	+5%	+$7.73K	0.01%	400
2025 Q3	$160K	Hold	1,249	–	–	0.01%	402
2025 Q2	$151K	Hold	1,249	–	–	0.01%	399
2025 Q1	$139K	Sell	1,249 -252	-17%	-$26.8K	0.01%	402
2024 Q4	$146K	Sell	1,501 -149	-9%	-$15.9K	0.01%	400
2024 Q3	$190K	Buy	1,650 +149	+10%	+$16.9K	0.01%	387
2024 Q2	$160K	Hold	1,501	–	–	0.01%	393
2024 Q1	$145K	Hold	1,501	–	–	0.01%	405
2023 Q4	$152K	Hold	1,501	–	–	0.01%	395
2023 Q3	$146K	Hold	1,501	–	–	0.01%	390
2023 Q2	$155K	Hold	1,501	–	–	0.01%	387
2023 Q1	$138K	Hold	1,501	–	–	0.01%	402
2022 Q4	$136K	Hold	1,501	–	–	0.01%	400
2022 Q3	$114K	Hold	1,501	–	–	0.01%	406
2022 Q2	$127K	Hold	1,501	–	–	0.01%	393
2022 Q1	$132K	Buy	+1,501	New	+$130K	0.01%	398

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GHP Investment Advisors's NVS Position: Q2 2026 in Review

GHP Investment Advisors held its Novartis (NVS) position steady in Q2 2026 at 1,343 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #399.

GHP Investment Advisors first reported a position in NVS in Q1 2022 and has held it in 18 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

GHP Investment Advisors held 1,343 shares of Novartis worth $210K as of Q2 2026.
GHP Investment Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #399 holding.
GHP Investment Advisors first reported a position in Novartis in Q1 2022 and has held it in 18 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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