GM Advisory Group’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$321K Buy
+2,102
New +$322K 0.01% 292
2025
Q4
Sell
-1,668
Closed -$214K 361
2025
Q3
$214K Sell
1,668
-825
-33% -$101K 0.01% 287
2025
Q2
$302K Buy
+2,493
New +$281K 0.01% 239

Other funds holding NVS

GM Advisory Group's NVS Position: Q1 2026 in Review

GM Advisory Group opened a new position in Novartis (NVS) in Q1 2026: 2,102 shares worth $321K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: GM Advisory Group previously reported a position in NVS as recently as Q3 2025.

GM Advisory Group first reported a position in NVS in Q2 2025 and has held it in 3 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • GM Advisory Group held 2,102 shares of Novartis worth $321K as of Q1 2026.
  • Novartis was a new GM Advisory Group position in Q1 2026.
  • Novartis made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #292 holding.
  • GM Advisory Group first reported a position in Novartis in Q2 2025 and has held it in 3 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.