IAM Advisory’s Novartis NVS Stock Holding History

IAM Advisory’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	$2.61M	Buy	16,635 +68	+0.4%	+$10.2K	0.51%	30
2026 Q1	$2.53M	Buy	16,567 +366	+2%	+$56.1K	0.57%	33
2025 Q4	$2.23M	Buy	16,201 +66	+0.4%	+$8.64K	0.5%	32
2025 Q3	$2.07M	Buy	16,135 +234	+1%	+$28.6K	0.47%	34
2025 Q2	$1.92M	Buy	15,901 +705	+5%	+$79.5K	0.46%	36
2025 Q1	$1.69M	Buy	15,196 +36	+0.2%	+$3.83K	0.44%	39
2024 Q4	$1.48M	Buy	15,160 +247	+2%	+$26.3K	0.37%	51
2024 Q3	$1.72M	Buy	14,913 +363	+2%	+$41.2K	0.43%	45
2024 Q2	$1.55M	Buy	14,550 +840	+6%	+$84.3K	0.42%	48
2024 Q1	$1.33M	Buy	13,710 +452	+3%	+$46.3K	0.36%	49
2023 Q4	$1.34M	Buy	13,258 +693	+6%	+$66.9K	0.42%	40
2023 Q3	$1.28M	Buy	+12,565	New	+$1.28M	0.45%	37

Other funds holding NVS

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return