HighPoint Advisor Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $787K | Buy |
5,024
+3,428
| +215% | +$514K | 0.03% | 372 |
|
|
2026
Q1 | $244K | Sell |
1,596
-8,907
| -85% | -$1.37M | 0.01% | 580 |
|
|
2025
Q4 | $1.45M | Buy |
10,503
+649
| +7% | +$85K | 0.03% | 381 |
|
|
2025
Q3 | $1.26M | Buy |
9,854
+574
| +6% | +$70K | 0.06% | 221 |
|
|
2025
Q2 | $1.12M | Buy |
9,280
+123
| +1% | +$13.9K | 0.06% | 232 |
|
|
2025
Q1 | $1.04M | Buy |
9,157
+486
| +6% | +$51.7K | 0.06% | 230 |
|
|
2024
Q4 | $933K | Sell |
8,671
-423
| -5% | -$45.1K | 0.05% | 253 |
|
|
2024
Q3 | $1.05M | Sell |
9,094
-501
| -5% | -$56.8K | 0.06% | 228 |
|
|
2024
Q2 | $1.07M | Sell |
9,595
-10,598
| -52% | -$1.06M | 0.06% | 221 |
|
|
2024
Q1 | $2.06M | Buy |
20,193
+625
| +3% | +$64.1K | 0.15% | 119 |
|
|
2023
Q4 | $1.87M | Buy |
+19,568
| New | +$1.89M | 0.13% | 126 |
|
|
2022
Q2 | $1.52M | Buy |
+18,134
| New | +$1.59M | 0.17% | 105 |
|
|
2021
Q3 | $1.81M | Sell |
22,188
-3,284
| -13% | -$295K | 0.18% | 110 |
|
|
2021
Q2 | $2.32M | Buy |
25,472
+118
| +0.5% | +$10.5K | 0.23% | 88 |
|
|
2021
Q1 | $2.22M | Buy |
25,354
+1,490
| +6% | +$134K | 0.26% | 81 |
|
|
2020
Q4 | $2.19M | Buy |
23,864
+20,100
| +534% | +$1.76M | 0.27% | 82 |
|
|
2020
Q3 | $317K | Sell |
3,764
-222
| -6% | -$19.2K | 0.06% | 261 |
|
|
2020
Q2 | $350K | Sell |
3,986
-1,052
| -21% | -$90.8K | 0.07% | 214 |
|
|
2020
Q1 | $448K | Sell |
5,038
-187
| -4% | -$16.7K | 0.11% | 164 |
|
|
2019
Q4 | $497K | Buy |
5,225
+369
| +8% | +$33.1K | 0.1% | 181 |
|
|
2019
Q3 | $429K | Buy |
4,856
+201
| +4% | +$18K | 0.09% | 186 |
|
|
2019
Q2 | $437K | Buy |
4,655
+212
| +5% | +$17.9K | 0.1% | 170 |
|
|
2019
Q1 | $322K | Buy |
4,443
+485
| +12% | +$38.9K | 0.08% | 228 |
|
|
2018
Q4 | $319K | Sell |
3,958
-360
| -8% | -$28K | 0.08% | 208 |
|
|
2018
Q3 | $337K | Buy |
4,318
+264
| +7% | +$19.5K | 0.09% | 209 |
|
|
2018
Q2 | $299K | Buy |
4,054
+173
| +4% | +$11.9K | 0.08% | 233 |
|
|
2018
Q1 | $262K | Hold |
3,881
| – | – | 0.07% | 260 |
|
|
2017
Q4 | $292K | Buy |
3,881
+239
| +7% | +$18K | 0.08% | 224 |
|
|
2017
Q3 | $270K | Buy |
3,642
+163
| +5% | +$12.3K | 0.08% | 218 |
|
|
2017
Q2 | $265K | Hold |
3,479
| – | – | 0.09% | 228 |
|
|
2017
Q1 | $265K | Sell |
3,479
-1,550
| -31% | -$103K | 0.09% | 228 |
|
|
2016
Q4 | $341K | Buy |
5,029
+294
| +6% | +$19.1K | 0.11% | 205 |
|
|
2016
Q3 | $308K | Buy |
4,735
+1,441
| +44% | +$105K | 0.11% | 211 |
|
|
2016
Q2 | $244K | Buy |
3,294
+1,065
| +48% | +$73.6K | 0.09% | 231 |
|
|
2016
Q1 | $152K | Buy |
+2,229
| New | +$152K | 0.09% | 208 |
|
Other funds holding NVS
HighPoint Advisor Group's NVS Position: Q2 2026 in Review
HighPoint Advisor Group increased its Novartis (NVS) stake by 215% in Q2 2026, buying an estimated $514K and bringing the position to 5,024 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #372.
HighPoint Advisor Group first reported a position in NVS in Q1 2016 and has held it in 35 quarters since. The position peaked at $2.32M in Q2 2021. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- HighPoint Advisor Group held 5,024 shares of Novartis worth $787K as of Q2 2026.
- HighPoint Advisor Group bought 3,428 Novartis shares in Q2 2026, an estimated $514K.
- Novartis made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #372 holding.
- HighPoint Advisor Group first reported a position in Novartis in Q1 2016 and has held it in 35 quarters since.
- HighPoint Advisor Group's Novartis position peaked at $2.32M in Q2 2021.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.