GoalVest Advisory’s Novartis NVS Stock Holding History

GoalVest 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 Q2	–	Sell	-14	Closed	-$2.14K	–	544
2026 Q1	$2.14K	Buy	+14	New	+$2.15K	﹤0.01%	423
2024 Q2	–	Sell	-77	Closed	-$7.45K	–	383
2024 Q1	$7.45K	Hold	77	–	–	﹤0.01%	325
2023 Q4	$7.78K	Sell	77 -195	-72%	-$18.8K	﹤0.01%	268
2023 Q3	$27.7K	Buy	272 +86	+46%	+$8.73K	0.01%	186
2023 Q2	$18.8K	Buy	+186	New	+$18.6K	0.01%	206
2022 Q2	–	Sell	-3,621	Closed	-$318K	–	470
2022 Q1	$318K	Buy	+3,621	New	+$314K	0.18%	102
2021 Q2	$387K	Buy	+4,239	New	+$377K	0.24%	96
2021 Q1	–	Sell	-8	Closed	-$1K	–	211
2020 Q4	$1K	Buy	+8	New	+$699	﹤0.01%	198

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

GoalVest Advisory's NVS Position: Q2 2026 in Review

GoalVest Advisory sold out of Novartis (NVS) in Q2 2026, closing a stake of 14 shares — an estimated $2.14K sold.

GoalVest Advisory first reported a position in NVS in Q4 2020 and held it in 8 quarters. The position peaked at $387K in Q2 2021. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

GoalVest Advisory reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 14 Novartis shares in Q2 2026, an estimated $2.14K.
GoalVest Advisory first reported a position in Novartis in Q4 2020 and held it in 8 quarters.
GoalVest Advisory's Novartis position peaked at $387K in Q2 2021.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.