Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Novartis NVS Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$1.33M Buy
9,319
+383
+4% +$58.1K 0.04% 400
2026
Q2 		$1.4M Buy
8,936
+1,452
+19% +$218K 0.04% 354
2026
Q1 		$1.14M Sell
7,484
-1,315
-15% -$202K 0.04% 350
2025
Q4 		$1.21M Buy
8,799
+1,266
+17% +$166K 0.05% 335
2025
Q3 		$966K Buy
7,533
+476
+7% +$58.1K 0.04% 372
2025
Q2 		$854K Sell
7,057
-5
-0.1% -$564 0.04% 379
2025
Q1 		$787K Buy
7,062
+85
+1% +$9.05K 0.04% 373
2024
Q4 		$679K Sell
6,977
-190
-3% -$20.3K 0.03% 390
2024
Q3 		$824K Sell
7,167
-105
-1% -$11.9K 0.04% 349
2024
Q2 		$774K Buy
7,272
+597
+9% +$59.9K 0.04% 336
2024
Q1 		$646K Sell
6,675
-1,215
-15% -$125K 0.04% 368
2023
Q4 		$797K Sell
7,890
-212
-3% -$20.5K 0.04% 328
2023
Q3 		$825K Sell
8,102
-65
-0.8% -$6.6K 0.05% 292
2023
Q2 		$824K Sell
8,167
-64
-0.8% -$6.4K 0.05% 307
2023
Q1 		$757K Buy
8,231
+119
+1% +$10.4K 0.05% 336
2022
Q4 		$736K Buy
8,112
+89
+1% +$7.5K 0.05% 330
2022
Q3 		$610K Buy
8,023
+67
+0.8% +$5.55K 0.05% 353
2022
Q2 		$673K Sell
7,956
-1,294
-14% -$114K 0.05% 347
2022
Q1 		$812K Sell
9,250
-2,224
-19% -$193K 0.05% 339
2021
Q4 		$1M Sell
11,474
-3,093
-21% -$257K 0.08% 262
2021
Q3 		$1.19M Buy
14,567
+6,458
+80% +$581K 0.12% 210
2021
Q2 		$740K Buy
8,109
+3,713
+84% +$331K 0.09% 232
2021
Q1 		$376K Buy
4,396
+551
+14% +$49.4K 0.06% 284
2020
Q4 		$363K Sell
3,845
-450
-10% -$39.3K 0.07% 201
2020
Q3 		$374K Buy
4,295
+219
+5% +$19K 0.09% 170
2020
Q2 		$356K Sell
4,076
-453
-10% -$39.1K 0.09% 160
2020
Q1 		$374K Sell
4,529
-498
-10% -$44.4K 0.1% 165
2019
Q4 		$476K Sell
5,027
-701
-12% -$62.9K 0.12% 143
2019
Q3 		$498K Buy
5,728
+3,265
+133% +$293K 0.13% 141
2019
Q2 		$225K Buy
+2,463
New +$208K 0.07% 242

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Gladstone Institutional Advisory's NVS Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Novartis (NVS) stake by 4.3% in Q3 2026, buying an estimated $58.1K and bringing the position to 9,319 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #400.

Gladstone Institutional Advisory first reported a position in NVS in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.4M in Q2 2026. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Gladstone Institutional Advisory held 9,319 shares of Novartis worth $1.33M as of Q3 2026.
  • Gladstone Institutional Advisory bought 383 Novartis shares in Q3 2026, an estimated $58.1K.
  • Novartis made up 0.04% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #400 holding.
  • Gladstone Institutional Advisory first reported a position in Novartis in Q2 2019 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Novartis position peaked at $1.4M in Q2 2026.
  • 1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.