IMA Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
IMA Advisory Services's NVS Position: Q1 2026 in Review
IMA Advisory Services reduced its Novartis (NVS) stake by 0.42% in Q1 2026, selling an estimated $460 and leaving 707 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #206.
IMA Advisory Services first reported a position in NVS in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.06M in Q3 2013. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- IMA Advisory Services held 707 shares of Novartis worth $108K as of Q1 2026.
- IMA Advisory Services sold 3 Novartis shares in Q1 2026, an estimated $460.
- Novartis made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #206 holding.
- IMA Advisory Services first reported a position in Novartis in Q2 2013 and has held it in 22 quarters since.
- IMA Advisory Services's Novartis position peaked at $1.06M in Q3 2013.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.