Integrated Advisors Network’s Novartis NVS Stock Holding History

Integrated Advisors Network’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	$440K	Sell	2,809 -11	-0.4%	-$1.65K	0.02%	488
2026 Q1	$431K	Buy	2,820 +782	+38%	+$120K	0.02%	487
2025 Q4	$281K	Sell	2,038 -634	-24%	-$83K	0.01%	622
2025 Q3	$343K	Buy	2,672 +1,009	+61%	+$123K	0.01%	593
2025 Q2	$201K	Buy	+1,663	New	+$187K	0.01%	720
2024 Q4	–	Sell	-2,349	Closed	-$270K	–	741
2024 Q3	$270K	Buy	+2,349	New	+$267K	0.01%	628
2020 Q3	–	Sell	-3,807	Closed	-$332K	–	475
2020 Q2	$332K	Sell	3,807 -23,722	-86%	-$2.05M	0.04%	328
2020 Q1	$2.27M	Buy	27,529 +1,196	+5%	+$107K	0.44%	62
2019 Q4	$2.49M	Buy	+26,333	New	+$2.36M	0.34%	87

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Advisors Network's NVS Position: Q2 2026 in Review

Integrated Advisors Network reduced its Novartis (NVS) stake by 0.39% in Q2 2026, selling an estimated $1.65K and leaving 2,809 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #488.

Integrated Advisors Network first reported a position in NVS in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.49M in Q4 2019. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Integrated Advisors Network held 2,809 shares of Novartis worth $440K as of Q2 2026.
Integrated Advisors Network sold 11 Novartis shares in Q2 2026, an estimated $1.65K.
Novartis made up 0.02% of Integrated Advisors Network's portfolio in Q2 2026, its #488 holding.
Integrated Advisors Network first reported a position in Novartis in Q4 2019 and has held it in 9 quarters since.
Integrated Advisors Network's Novartis position peaked at $2.49M in Q4 2019.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.