GJIA
NVS icon

Glass Jacobson Investment Advisors’s Novartis NVS Stock Holding History

Glass Jacobson 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 		$13K Hold
83
– – ﹤0.01% 442
2026
Q1 		$12.7K Hold
83
– – ﹤0.01% 448
2025
Q4 		$11.4K Hold
83
– – ﹤0.01% 439
2025
Q3 		$10.6K Hold
83
– – ﹤0.01% 445
2025
Q2 		$10K Sell
83
-69
-45% -$7.78K ﹤0.01% 426
2025
Q1 		$14.8K Hold
152
– – ﹤0.01% 560
2024
Q4 		$14.8K Buy
152
+18
+13% +$1.92K ﹤0.01% 560
2024
Q3 		$15.4K Hold
134
– – 0.01% 526
2024
Q2 		$14.3K Hold
134
– – 0.01% 522
2024
Q1 		$13K Hold
134
– – ﹤0.01% 527
2023
Q4 		$13.5K Buy
134
+83
+163% +$8.01K 0.01% 491
2023
Q3 		$5.2K Hold
51
– – ﹤0.01% 564
2023
Q2 		$5.15K Buy
+51
New +$5.1K ﹤0.01% 577
2022
Q4 		$4.63K Buy
+51
New +$4.3K ﹤0.01% 601

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Glass Jacobson Investment Advisors's NVS Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Novartis (NVS) position steady in Q2 2026 at 83 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Glass Jacobson Investment Advisors first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.4K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Glass Jacobson Investment Advisors held 83 shares of Novartis worth $13K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #442 holding.
  • Glass Jacobson Investment Advisors first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Novartis position peaked at $15.4K in Q3 2024.
  • 1,179 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.