IFG Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $373K | Buy |
2,618
+284
| +12% | +$43.1K | 0.01% | 703 |
|
|
2026
Q2 | $366K | Buy |
+2,334
| New | +$350K | 0.01% | 688 |
|
|
2026
Q1 | – | Sell |
-2,414
| Closed | -$333K | – | 710 |
|
|
2025
Q4 | $333K | Buy |
2,414
+205
| +9% | +$26.8K | 0.01% | 610 |
|
|
2025
Q3 | $283K | Sell |
2,209
-93
| -4% | -$11.3K | 0.01% | 650 |
|
|
2025
Q2 | $279K | Sell |
2,302
-10,567
| -82% | -$1.19M | 0.01% | 629 |
|
|
2025
Q1 | $1.43M | Buy |
12,869
+10,430
| +428% | +$1.11M | 0.08% | 262 |
|
|
2024
Q4 | $237K | Buy |
+2,439
| New | +$260K | 0.01% | 600 |
|
|
2024
Q3 | – | Sell |
-2,310
| Closed | -$246K | – | 542 |
|
|
2024
Q2 | $246K | Buy |
+2,310
| New | +$232K | 0.02% | 549 |
|
|
2024
Q1 | – | Sell |
-3,369
| Closed | -$340K | – | 507 |
|
|
2023
Q4 | $340K | Sell |
3,369
-1,192
| -26% | -$115K | 0.02% | 448 |
|
|
2023
Q3 | $465K | Buy |
+4,561
| New | +$463K | 0.04% | 358 |
|
|
2023
Q2 | – | Sell |
-18,404
| Closed | -$1.69M | – | 444 |
|
|
2023
Q1 | $1.69M | Buy |
18,404
+6,578
| +56% | +$574K | 0.16% | 158 |
|
|
2022
Q4 | $1.07M | Buy |
11,826
+2,138
| +22% | +$180K | 0.11% | 200 |
|
|
2022
Q3 | $736K | Buy |
+9,688
| New | +$803K | 0.07% | 258 |
|
|
2022
Q2 | – | Sell |
-2,360
| Closed | -$207K | – | 513 |
|
|
2022
Q1 | $207K | Buy |
2,360
+21
| +0.9% | +$1.82K | 0.02% | 468 |
|
|
2021
Q4 | $204K | Sell |
2,339
-109
| -4% | -$9.05K | 0.02% | 478 |
|
|
2021
Q3 | $200K | Sell |
2,448
-76
| -3% | -$6.84K | 0.02% | 470 |
|
|
2021
Q2 | $230K | Sell |
2,524
-1,477
| -37% | -$132K | 0.03% | 433 |
|
|
2021
Q1 | $342K | Buy |
4,001
+282
| +8% | +$25.3K | 0.04% | 372 |
|
|
2020
Q4 | $351K | Buy |
3,719
+64
| +2% | +$5.59K | 0.05% | 327 |
|
|
2020
Q3 | $317K | Hold |
3,655
| – | – | 0.05% | 315 |
|
|
2020
Q2 | $319K | Buy |
3,655
+29
| +0.8% | +$2.5K | 0.06% | 295 |
|
|
2020
Q1 | $298K | Sell |
3,626
-18
| -0.5% | -$1.61K | 0.07% | 265 |
|
|
2019
Q4 | $345K | Hold |
3,644
| – | – | 0.06% | 291 |
|
|
2019
Q3 | $316K | Sell |
3,644
-1,087
| -23% | -$97.6K | 0.06% | 292 |
|
|
2019
Q2 | $432K | Sell |
4,731
-702
| -13% | -$59.4K | 0.08% | 220 |
|
|
2019
Q1 | $468K | Sell |
5,433
-230
| -4% | -$18.5K | 0.09% | 206 |
|
|
2018
Q4 | $435K | Sell |
5,663
-354
| -6% | -$27.6K | 0.1% | 190 |
|
|
2018
Q3 | $464K | Sell |
6,017
-242
| -4% | -$17.9K | 0.09% | 219 |
|
|
2018
Q2 | $423K | Sell |
6,259
-186
| -3% | -$12.8K | 0.09% | 220 |
|
|
2018
Q1 | $466K | Sell |
6,445
-599
| -9% | -$45.6K | 0.1% | 191 |
|
|
2017
Q4 | $529K | Buy |
+7,044
| New | +$531K | 0.12% | 170 |
|
Other funds holding NVS
IFG Advisory's NVS Position: Q3 2026 in Review
IFG Advisory increased its Novartis (NVS) stake by 12% in Q3 2026, buying an estimated $43.1K and bringing the position to 2,618 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #703.
IFG Advisory first reported a position in NVS in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.69M in Q1 2023. 995 funds tracked by Wall St. Rank hold NVS as of Q3 2026.
- IFG Advisory held 2,618 shares of Novartis worth $373K as of Q3 2026.
- IFG Advisory bought 284 Novartis shares in Q3 2026, an estimated $43.1K.
- Novartis made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #703 holding.
- IFG Advisory first reported a position in Novartis in Q4 2017 and has held it in 31 quarters since.
- IFG Advisory's Novartis position peaked at $1.69M in Q1 2023.
- 995 funds tracked by Wall St. Rank held Novartis as of Q3 2026.
Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.