IMA Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
IMA Advisory Services's NVS Position: Q2 2026 in Review
IMA Advisory Services increased its Novartis (NVS) stake by 5.1% in Q2 2026, buying an estimated $5.4K and bringing the position to 743 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #397.
IMA Advisory Services first reported a position in NVS in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.06M in Q3 2013. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- IMA Advisory Services held 743 shares of Novartis worth $116K as of Q2 2026.
- IMA Advisory Services bought 36 Novartis shares in Q2 2026, an estimated $5.4K.
- Novartis made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #397 holding.
- IMA Advisory Services first reported a position in Novartis in Q2 2013 and has held it in 23 quarters since.
- IMA Advisory Services's Novartis position peaked at $1.06M in Q3 2013.
- 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.