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Godsey & Gibb Inc’s Novartis NVS Stock Holding History

Godsey & Gibb Inc’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 		$28.7M Sell
183,015
-2,557
-1% -$383K 2.35% 13
2026
Q1 		$28.3M Sell
185,572
-5,512
-3% -$845K 2.47% 10
2025
Q4 		$26.3M Sell
191,084
-2,178
-1% -$285K 2.37% 13
2025
Q3 		$24.8M Sell
193,262
-3,025
-2% -$369K 2.19% 21
2025
Q2 		$23.8M Buy
196,287
+830
+0.4% +$93.6K 2.22% 21
2025
Q1 		$21.8M Buy
195,457
+3,170
+2% +$337K 2.14% 21
2024
Q4 		$18.7M Buy
192,287
+949
+0.5% +$101K 1.87% 29
2024
Q3 		$22M Buy
191,338
+420
+0.2% +$47.7K 2.11% 20
2024
Q2 		$20.3M Sell
190,918
-6,347
-3% -$637K 2.1% 18
2024
Q1 		$19.1M Buy
197,265
+1,629
+0.8% +$167K 2.01% 25
2023
Q4 		$19.8M Buy
195,636
+1,553
+0.8% +$150K 2.24% 17
2023
Q3 		$19.8M Sell
194,083
-3,071
-2% -$312K 2.43% 10
2023
Q2 		$19.9M Sell
197,154
-6,504
-3% -$651K 2.26% 14
2023
Q1 		$18.7M Buy
+203,658
New +$17.8M 2.2% 19
2022
Q1 		– Sell
-191,150
Closed -$16.7M – 136
2021
Q4 		$16.7M Buy
191,150
+6,250
+3% +$519K 5.36% 14
2021
Q3 		$15.1M Buy
+184,900
New +$16.6M 6.74% 11
2021
Q2 		– Sell
-176,123
Closed -$15.1M – 140
2021
Q1 		$15.1M Buy
176,123
+4,966
+3% +$446K 1.85% 39
2020
Q4 		$16.2M Buy
171,157
+5,305
+3% +$464K 2.18% 25
2020
Q3 		$14.4M Buy
165,852
+847
+0.5% +$73.4K 2.17% 28
2020
Q2 		$14.4M Sell
165,005
-1,202
-0.7% -$104K 2.3% 17
2020
Q1 		$13.7M Sell
166,207
-1,464
-0.9% -$131K 2.61% 14
2019
Q4 		$15.9M Buy
167,671
+3,545
+2% +$318K 2.23% 26
2019
Q3 		$14.3M Buy
164,126
+1,957
+1% +$176K 2.17% 34
2019
Q2 		$14.8M Sell
162,169
-10,914
-6% -$924K 2.13% 32
2019
Q1 		$14.9M Buy
173,083
+7,394
+4% +$594K 2.26% 24
2018
Q4 		$12.7M Buy
165,689
+4,588
+3% +$357K 2.29% 23
2018
Q3 		$12.4M Buy
161,101
+13,516
+9% +$999K 1.98% 36
2018
Q2 		$9.99M Sell
147,585
-15,831
-10% -$1.09M 1.73% 41
2018
Q1 		$11.8M Buy
163,416
+4,643
+3% +$353K 2.09% 33
2017
Q4 		$11.9M Sell
158,773
-1,097
-0.7% -$82.8K 2.01% 37
2017
Q3 		$12.3M Sell
159,870
-8,245
-5% -$623K 2.1% 36
2017
Q2 		$12.6M Buy
168,115
+4,163
+3% +$295K 2.21% 33
2017
Q1 		$10.9M Buy
163,952
+1,782
+1% +$119K 1.98% 38
2016
Q4 		$10.6M Buy
162,170
+937
+0.6% +$60.8K 1.96% 37
2016
Q3 		$11.4M Buy
161,233
+6,919
+4% +$504K 2.04% 33
2016
Q2 		$11.4M Buy
154,314
+5,624
+4% +$389K 2.07% 32
2016
Q1 		$9.65M Buy
148,690
+5,925
+4% +$403K 1.86% 35
2015
Q4 		$11M Buy
142,765
+1,764
+1% +$140K 2.17% 27
2015
Q3 		$11.6M Sell
141,001
-6,185
-4% -$550K 2.38% 18
2015
Q2 		$13M Sell
147,186
-7,763
-5% -$712K 2.3% 12
2015
Q1 		$13.7M Sell
154,949
-4,149
-3% -$368K 2.46% 4
2014
Q4 		$13.2M Sell
159,098
-329
-0.2% -$27.3K 2.46% 7
2014
Q3 		$13.4M Sell
159,427
-3,075
-2% -$249K 2.54% 3
2014
Q2 		$13.2M Sell
162,502
-17,828
-10% -$1.4M 2.5% 9
2014
Q1 		$13.7M Sell
180,330
-5,641
-3% -$411K 2.77% 3
2013
Q4 		$13.4M Buy
185,971
+4,492
+2% +$312K 2.72% 3
2013
Q3 		$12.5M Buy
181,479
+3,733
+2% +$247K 2.76% 3
2013
Q2 		$11.3M Buy
+177,746
New +$11.6M 2.6% 5

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Godsey & Gibb Inc's NVS Position: Q2 2026 in Review

Godsey & Gibb Inc reduced its Novartis (NVS) stake by 1.4% in Q2 2026, selling an estimated $383K and leaving 183,015 shares worth $28.7M. The position accounts for 2.35% of the portfolio, ranked #13.

Godsey & Gibb Inc first reported a position in NVS in Q2 2013 and has held it in 48 quarters since. 325 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Godsey & Gibb Inc held 183,015 shares of Novartis worth $28.7M as of Q2 2026.
  • Godsey & Gibb Inc sold 2,557 Novartis shares in Q2 2026, an estimated $383K.
  • Novartis made up 2.35% of Godsey & Gibb Inc's portfolio in Q2 2026, its #13 holding.
  • Godsey & Gibb Inc first reported a position in Novartis in Q2 2013 and has held it in 48 quarters since.
  • 325 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.