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Great Diamond Partners’s Novartis NVS Stock Holding History

Great Diamond Partners’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 		$388K Sell
2,473
-52
-2% -$7.79K 0.07% 190
2026
Q1 		$386K Sell
2,525
-28
-1% -$4.29K 0.07% 182
2025
Q4 		$352K Sell
2,553
-79
-3% -$10.3K 0.07% 187
2025
Q3 		$338K Buy
2,632
+13
+0.5% +$1.59K 0.07% 180
2025
Q2 		$317K Buy
2,619
+800
+44% +$90.2K 0.07% 179
2025
Q1 		$203K Buy
+1,819
New +$194K 0.06% 174
2024
Q4 		– Sell
-2,066
Closed -$238K – 196
2024
Q3 		$238K Sell
2,066
-1,269
-38% -$144K 0.06% 173
2024
Q2 		$355K Sell
3,335
-69
-2% -$6.93K 0.08% 154
2024
Q1 		$329K Buy
3,404
+1
+0% +$103 0.08% 165
2023
Q4 		$344K Buy
3,403
+15
+0.4% +$1.45K 0.08% 163
2023
Q3 		$345K Sell
3,388
-198
-6% -$20.1K 0.09% 156
2023
Q2 		$362K Buy
3,586
+337
+10% +$33.7K 0.1% 159
2023
Q1 		$299K Sell
3,249
-1,995
-38% -$174K 0.09% 171
2022
Q4 		$476K Sell
5,244
-810
-13% -$68.2K 0.15% 123
2022
Q3 		$460K Sell
6,054
-70
-1% -$5.8K 0.16% 125
2022
Q2 		$517K Buy
6,124
+50
+0.8% +$4.39K 0.17% 112
2022
Q1 		$532K Buy
6,074
+2,983
+97% +$258K 0.15% 119
2021
Q4 		$270K Sell
3,091
-3,487
-53% -$290K 0.07% 189
2021
Q3 		$537K Buy
6,578
+109
+2% +$9.81K 0.15% 114
2021
Q2 		$590K Buy
6,469
+154
+2% +$13.7K 0.17% 111
2021
Q1 		$539K Sell
6,315
-313
-5% -$28.1K 0.17% 114
2020
Q4 		$625K Buy
6,628
+3,130
+89% +$274K 0.2% 93
2020
Q3 		$304K Buy
3,498
+61
+2% +$5.29K 0.11% 120
2020
Q2 		$300K Buy
3,437
+39
+1% +$3.37K 0.12% 114
2020
Q1 		$280K Buy
3,398
+849
+33% +$75.7K 0.14% 98
2019
Q4 		$241K Buy
+2,549
New +$229K 0.09% 136

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Great Diamond Partners's NVS Position: Q2 2026 in Review

Great Diamond Partners reduced its Novartis (NVS) stake by 2.1% in Q2 2026, selling an estimated $7.79K and leaving 2,473 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #190.

Great Diamond Partners first reported a position in NVS in Q4 2019 and has held it in 26 quarters since. The position peaked at $625K in Q4 2020. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Great Diamond Partners held 2,473 shares of Novartis worth $388K as of Q2 2026.
  • Great Diamond Partners sold 52 Novartis shares in Q2 2026, an estimated $7.79K.
  • Novartis made up 0.07% of Great Diamond Partners's portfolio in Q2 2026, its #190 holding.
  • Great Diamond Partners first reported a position in Novartis in Q4 2019 and has held it in 26 quarters since.
  • Great Diamond Partners's Novartis position peaked at $625K in Q4 2020.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.