IF
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Intrua Financial’s Novartis NVS Stock Holding History

Intrua Financial’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 		$409K Sell
2,609
-5
-0.2% -$750 0.04% 331
2026
Q1 		$399K Sell
2,614
-352
-12% -$54K 0.04% 309
2025
Q4 		$409K Buy
2,966
+505
+21% +$66.1K 0.04% 298
2025
Q3 		$316K Buy
+2,461
New +$300K 0.03% 345
2025
Q2 		– Sell
-1,876
Closed -$209K – 385
2025
Q1 		$209K Sell
1,876
-388
-17% -$41.3K 0.03% 354
2024
Q4 		$220K Sell
2,264
-29
-1% -$3.09K 0.03% 331
2024
Q3 		$264K Sell
2,293
-112
-5% -$12.7K 0.04% 319
2024
Q2 		$256K Sell
2,405
-5
-0.2% -$502 0.04% 332
2024
Q1 		$233K Sell
2,410
-7
-0.3% -$718 0.03% 370
2023
Q4 		$244K Sell
2,417
-100
-4% -$9.65K 0.04% 356
2023
Q3 		$256K Hold
2,517
– – 0.04% 295
2023
Q2 		$254K Sell
2,517
-24
-0.9% -$2.4K 0.04% 301
2023
Q1 		$262K Buy
2,541
+84
+3% +$7.34K 0.05% 277
2022
Q4 		$227K Sell
2,457
-1,111
-31% -$93.6K 0.05% 298
2022
Q3 		$271K Sell
3,568
-564
-14% -$46.8K 0.07% 245
2022
Q2 		$349K Buy
4,132
+256
+7% +$22.5K 0.07% 263
2022
Q1 		$340K Sell
3,876
-769
-17% -$66.6K 0.06% 281
2021
Q4 		$406K Buy
4,645
+91
+2% +$7.56K 0.07% 250
2021
Q3 		$377K Buy
4,554
+1,095
+32% +$98.5K 0.07% 258
2021
Q2 		$320K Buy
3,459
+9
+0.3% +$801 0.08% 215
2021
Q1 		$299K Buy
+3,450
New +$310K 0.08% 222

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Intrua Financial's NVS Position: Q2 2026 in Review

Intrua Financial reduced its Novartis (NVS) stake by 0.19% in Q2 2026, selling an estimated $750 and leaving 2,609 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #331.

Intrua Financial first reported a position in NVS in Q1 2021 and has held it in 21 quarters since. The position peaked at $409K in Q4 2025. 568 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Intrua Financial held 2,609 shares of Novartis worth $409K as of Q2 2026.
  • Intrua Financial sold 5 Novartis shares in Q2 2026, an estimated $750.
  • Novartis made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #331 holding.
  • Intrua Financial first reported a position in Novartis in Q1 2021 and has held it in 21 quarters since.
  • Intrua Financial's Novartis position peaked at $409K in Q4 2025.
  • 568 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.