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Great Valley Advisor Group’s Novartis NVS Stock Holding History

Great Valley Advisor Group’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 		$3.42M Buy
21,792
+1,210
+6% +$181K 0.05% 293
2026
Q1 		$3.14M Sell
20,582
-18,369
-47% -$2.82M 0.06% 289
2025
Q4 		$5.37M Sell
38,951
-8,319
-18% -$1.09M 0.1% 177
2025
Q3 		$6.06M Sell
47,270
-4,752
-9% -$580K 0.12% 161
2025
Q2 		$6.3M Buy
52,022
+37,429
+256% +$4.22M 0.14% 151
2025
Q1 		$1.63M Sell
14,593
-28,462
-66% -$3.03M 0.04% 353
2024
Q4 		$4.19M Buy
43,055
+3,391
+9% +$362K 0.09% 207
2024
Q3 		$4.56M Buy
39,664
+8,321
+27% +$944K 0.11% 180
2024
Q2 		$3.34M Buy
+31,343
New +$3.15M 0.09% 220
2023
Q4 		– Sell
-4,847
Closed -$493K – 741
2023
Q3 		$493K Buy
4,847
+1,162
+32% +$118K 0.02% 438
2023
Q2 		$372K Buy
+3,685
New +$369K 0.02% 507
2022
Q4 		– Sell
-3,576
Closed -$272K – 731
2022
Q3 		$272K Buy
3,576
+269
+8% +$22.3K 0.02% 553
2022
Q2 		$280K Buy
3,307
+823
+33% +$72.2K 0.02% 561
2022
Q1 		$217K Sell
2,484
-172
-6% -$14.9K 0.01% 551
2021
Q4 		$229K Sell
2,656
-594
-18% -$49.3K 0.01% 548
2021
Q3 		$265K Buy
+3,250
New +$292K 0.02% 491

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Great Valley Advisor Group's NVS Position: Q2 2026 in Review

Great Valley Advisor Group increased its Novartis (NVS) stake by 5.9% in Q2 2026, buying an estimated $181K and bringing the position to 21,792 shares worth $3.42M. The position accounts for 0.05% of the portfolio, ranked #293.

Great Valley Advisor Group first reported a position in NVS in Q3 2021 and has held it in 16 quarters since. The position peaked at $6.3M in Q2 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Great Valley Advisor Group held 21,792 shares of Novartis worth $3.42M as of Q2 2026.
  • Great Valley Advisor Group bought 1,210 Novartis shares in Q2 2026, an estimated $181K.
  • Novartis made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #293 holding.
  • Great Valley Advisor Group first reported a position in Novartis in Q3 2021 and has held it in 16 quarters since.
  • Great Valley Advisor Group's Novartis position peaked at $6.3M in Q2 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.