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International Assets Investment Management’s Novartis NVS Stock Holding History

International Assets Investment Management’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 		$234K Buy
1,518
+14
+0.9% +$2.1K 0.01% 801
2026
Q1 		$233K Buy
1,504
+16
+1% +$2.45K 0.02% 738
2025
Q4 		$205K Buy
+1,488
New +$195K 0.01% 803
2024
Q4 		– Sell
-172,825
Closed -$1.5K – 1508
2024
Q3 		$1.5K Buy
+172,825
New +$19.6M ﹤0.01% 997
2023
Q4 		– Sell
-2,230
Closed -$224K – 811
2023
Q3 		$224K Buy
2,230
+158
+8% +$16K 0.03% 460
2023
Q2 		$209K Buy
+2,072
New +$207K 0.03% 500
2023
Q1 		– Sell
-8,695
Closed -$786K – 1315
2022
Q4 		$786K Buy
+8,695
New +$732K 0.08% 237
2021
Q2 		– Sell
-1,855
Closed -$175K – 1427
2021
Q1 		$175K Hold
1,855
– – 0.02% 546
2020
Q4 		$175K Sell
1,855
-1,541
-45% -$135K 0.03% 416
2020
Q3 		$295K Buy
3,396
+62
+2% +$5.37K 0.07% 240
2020
Q2 		$291K Buy
3,334
+883
+36% +$76.2K 0.07% 238
2020
Q1 		$202K Buy
+2,451
New +$219K 0.06% 276

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

International Assets Investment Management's NVS Position: Q2 2026 in Review

International Assets Investment Management increased its Novartis (NVS) stake by 0.93% in Q2 2026, buying an estimated $2.1K and bringing the position to 1,518 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #801.

International Assets Investment Management first reported a position in NVS in Q1 2020 and has held it in 12 quarters since. The position peaked at $786K in Q4 2022. 859 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • International Assets Investment Management held 1,518 shares of Novartis worth $234K as of Q2 2026.
  • International Assets Investment Management bought 14 Novartis shares in Q2 2026, an estimated $2.1K.
  • Novartis made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #801 holding.
  • International Assets Investment Management first reported a position in Novartis in Q1 2020 and has held it in 12 quarters since.
  • International Assets Investment Management's Novartis position peaked at $786K in Q4 2022.
  • 859 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.