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Invested Advisors’s Novartis NVS Stock Holding History

Invested Advisors’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 		$541K Sell
3,455
-396
-10% -$59.4K 0.48% 53
2026
Q1 		$588K Sell
3,851
-123
-3% -$18.9K 0.59% 43
2025
Q4 		$548K Buy
3,974
+128
+3% +$16.8K 0.57% 45
2025
Q3 		$385K Buy
+3,846
New +$469K 0.56% 50

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 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Invested Advisors's NVS Position: Q2 2026 in Review

Invested Advisors reduced its Novartis (NVS) stake by 10% in Q2 2026, selling an estimated $59.4K and leaving 3,455 shares worth $541K. The position accounts for 0.48% of the portfolio, ranked #53.

Invested Advisors first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. The position peaked at $588K in Q1 2026. 898 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Invested Advisors held 3,455 shares of Novartis worth $541K as of Q2 2026.
  • Invested Advisors sold 396 Novartis shares in Q2 2026, an estimated $59.4K.
  • Novartis made up 0.48% of Invested Advisors's portfolio in Q2 2026, its #53 holding.
  • Invested Advisors first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Novartis position peaked at $588K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.