IAM Advisory’s Novartis NVS Stock Holding History

IAM Advisory's NVS Position: Q2 2026 in Review

IAM Advisory increased its Novartis (NVS) stake by 0.41% in Q2 2026, buying an estimated $10.2K and bringing the position to 16,635 shares worth $2.61M. The position accounts for 0.51% of the portfolio, ranked #30.

IAM Advisory first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

• IAM Advisory held 16,635 shares of Novartis worth $2.61M as of Q2 2026.
• IAM Advisory bought 68 Novartis shares in Q2 2026, an estimated $10.2K.
• Novartis made up 0.51% of IAM Advisory's portfolio in Q2 2026, its #30 holding.
• IAM Advisory first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
• 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.