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Intergy Private Wealth’s Novartis NVS Stock Holding History

Intergy Private Wealth’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 		$586K Buy
3,740
+343
+10% +$51.4K 0.14% 67
2026
Q1 		$519K Sell
3,397
-79
-2% -$12.1K 0.15% 66
2025
Q4 		$479K Buy
3,476
+135
+4% +$17.7K 0.14% 65
2025
Q3 		$428K Buy
3,341
+169
+5% +$20.6K 0.13% 70
2025
Q2 		$384K Buy
3,172
+415
+15% +$46.8K 0.13% 72
2025
Q1 		$307K Buy
2,757
+104
+4% +$11.1K 0.12% 73
2024
Q4 		$258K Buy
2,653
+154
+6% +$16.4K 0.1% 77
2024
Q3 		$287K Buy
2,499
+276
+12% +$31.3K 0.11% 71
2024
Q2 		$237K Buy
+2,223
New +$223K 0.1% 73
2024
Q1 		– Sell
-2,018
Closed -$204K – 79
2023
Q4 		$204K Buy
+2,018
New +$195K 0.09% 73

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Intergy Private Wealth's NVS Position: Q2 2026 in Review

Intergy Private Wealth increased its Novartis (NVS) stake by 10% in Q2 2026, buying an estimated $51.4K and bringing the position to 3,740 shares worth $586K. The position accounts for 0.14% of the portfolio, ranked #67.

Intergy Private Wealth first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 365 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Intergy Private Wealth held 3,740 shares of Novartis worth $586K as of Q2 2026.
  • Intergy Private Wealth bought 343 Novartis shares in Q2 2026, an estimated $51.4K.
  • Novartis made up 0.14% of Intergy Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Intergy Private Wealth first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
  • 365 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.