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Guyasuta Investment Advisors’s Novartis NVS Stock Holding History

Guyasuta Investment Advisors’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 		$1.69M Hold
10,767
– – 0.09% 104
2026
Q1 		$1.64M Hold
10,767
– – 0.1% 99
2025
Q4 		$1.48M Hold
10,767
– – 0.08% 106
2025
Q3 		$1.38M Hold
10,767
– – 0.08% 104
2025
Q2 		$1.3M Buy
10,767
+313
+3% +$35.3K 0.08% 102
2025
Q1 		$1.17M Sell
10,454
-100
-0.9% -$10.6K 0.08% 105
2024
Q4 		$1.03M Sell
10,554
-101
-0.9% -$10.8K 0.06% 113
2024
Q3 		$1.23M Sell
10,655
-1,918
-15% -$218K 0.08% 102
2024
Q2 		$1.27M Sell
12,573
-101
-0.8% -$10.1K 0.09% 97
2024
Q1 		$1.28M Hold
12,674
– – 0.09% 97
2023
Q4 		$1.28M Sell
12,674
-4,127
-25% -$398K 0.09% 97
2023
Q3 		$1.71M Sell
16,801
-116,388
-87% -$11.8M 0.13% 75
2023
Q2 		$13.4M Sell
133,189
-4,390
-3% -$439K 0.99% 31
2023
Q1 		$12.7M Buy
137,579
+385
+0.3% +$33.6K 0.98% 33
2022
Q4 		$12.4M Sell
137,194
-114
-0.1% -$9.6K 0.98% 31
2022
Q3 		$10.4M Buy
137,308
+1,194
+0.9% +$99K 0.9% 32
2022
Q2 		$11.5M Sell
136,114
-297
-0.2% -$26.1K 0.9% 32
2022
Q1 		$12M Sell
136,411
-1,575
-1% -$136K 0.82% 34
2021
Q4 		$12.1M Sell
137,986
-1,291
-0.9% -$107K 0.79% 34
2021
Q3 		$11.4M Buy
139,277
+601
+0.4% +$54.1K 0.81% 34
2021
Q2 		$12.7M Sell
138,676
-292
-0.2% -$26K 0.91% 34
2021
Q1 		$11.9M Sell
138,968
-3,681
-3% -$330K 0.93% 35
2020
Q4 		$13.5M Buy
142,649
+1,335
+0.9% +$117K 1.13% 28
2020
Q3 		$12.3M Buy
141,314
+40
+0% +$3.46K 1.14% 27
2020
Q2 		$12.3M Buy
141,274
+6,649
+5% +$574K 1.27% 25
2020
Q1 		$11.1M Buy
134,625
+117,938
+707% +$10.5M 1.33% 24
2019
Q4 		$1.58M Sell
16,687
-45
-0.3% -$4.04K 0.15% 78
2019
Q3 		$1.45M Sell
16,732
-1,200
-7% -$108K 0.15% 80
2019
Q2 		$1.64M Sell
17,932
-3,197
-15% -$271K 0.17% 75
2019
Q1 		$1.82M Sell
21,129
-324
-2% -$26K 0.2% 69
2018
Q4 		$1.65M Sell
21,453
-335
-2% -$26.1K 0.2% 66
2018
Q3 		$1.68M Buy
21,788
+2,059
+10% +$152K 0.18% 75
2018
Q2 		$1.33M Sell
19,729
-613
-3% -$42.3K 0.15% 82
2018
Q1 		$1.47M Sell
20,342
-966
-5% -$73.5K 0.17% 77
2017
Q4 		$1.6M Sell
21,308
-2,466
-10% -$186K 0.18% 71
2017
Q3 		$1.83M Hold
23,774
– – 0.22% 59
2017
Q2 		$1.78M Sell
23,774
-1,909
-7% -$135K 0.21% 60
2017
Q1 		$1.71M Sell
25,683
-10,928
-30% -$728K 0.21% 61
2016
Q4 		$2.39M Sell
36,611
-125,092
-77% -$8.11M 0.31% 47
2016
Q3 		$11.4M Buy
161,703
+5,346
+3% +$390K 1.46% 28
2016
Q2 		$11.6M Buy
156,357
+24,933
+19% +$1.72M 1.55% 26
2016
Q1 		$8.53M Buy
131,424
+126,192
+2,412% +$8.58M 1.19% 29
2015
Q4 		$403K Buy
5,232
+73
+1% +$5.8K 0.06% 146
2015
Q3 		$424K Buy
5,159
+285
+6% +$25.4K 0.06% 151
2015
Q2 		$429K Buy
4,874
+436
+10% +$40K 0.06% 161
2015
Q1 		$392K Sell
4,438
-687
-13% -$60.9K 0.05% 159
2014
Q4 		$425K Buy
5,125
+740
+17% +$61.3K 0.06% 152
2014
Q3 		$369K Sell
4,385
-39
-0.9% -$3.15K 0.05% 156
2014
Q2 		$358K Sell
4,424
-39
-0.9% -$3.07K 0.05% 158
2014
Q1 		$339K Hold
4,463
– – 0.05% 155
2013
Q4 		$321K Hold
4,463
– – 0.05% 155
2013
Q3 		$306K Hold
4,463
– – 0.05% 156
2013
Q2 		$282K Buy
+4,463
New +$290K 0.05% 154

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Guyasuta Investment Advisors's NVS Position: Q2 2026 in Review

Guyasuta Investment Advisors held its Novartis (NVS) position steady in Q2 2026 at 10,767 shares worth $1.69M. The position accounts for 0.09% of the portfolio, ranked #104.

Guyasuta Investment Advisors first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.5M in Q4 2020. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Guyasuta Investment Advisors held 10,767 shares of Novartis worth $1.69M as of Q2 2026.
  • Guyasuta Investment Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.09% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Guyasuta Investment Advisors first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • Guyasuta Investment Advisors's Novartis position peaked at $13.5M in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.