Investment House LLC’s Novartis NVS Stock Holding History

Investment House LLC’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	$12.6M	Sell	80,147 -1,636	-2%	-$245K	0.57%	44
2026 Q1	$12.5M	Sell	81,783 -65	-0.1%	-$9.96K	0.65%	45
2025 Q4	$11.3M	Sell	81,848 -169	-0.2%	-$22.1K	0.54%	52
2025 Q3	$10.5M	Buy	82,017 +200	+0.2%	+$24.4K	0.5%	54
2025 Q2	$9.9M	Sell	81,817 -387	-0.5%	-$43.6K	0.5%	55
2025 Q1	$9.16M	Sell	82,204 -100	-0.1%	-$10.6K	0.52%	57
2024 Q4	$8.01M	Sell	82,304 -75	-0.1%	-$8K	0.44%	61
2024 Q3	$9.48M	Sell	82,379 -50	-0.1%	-$5.67K	0.51%	53
2024 Q2	$8.78M	Buy	82,429 +350	+0.4%	+$35.1K	0.5%	52
2024 Q1	$7.94M	Buy	82,079 +1,050	+1%	+$108K	0.47%	58
2023 Q4	$8.18M	Buy	81,029 +100	+0.1%	+$9.65K	0.58%	46
2023 Q3	$8.24M	Sell	80,929 -1,586	-2%	-$161K	0.65%	47
2023 Q2	$8.33M	Sell	82,515 -1,720	-2%	-$172K	0.62%	46
2023 Q1	$7.75M	Sell	84,235 -522	-0.6%	-$45.6K	0.64%	47
2022 Q4	$7.69M	Sell	84,757 -3,510	-4%	-$296K	0.72%	45
2022 Q3	$6.71M	Buy	88,267 +2,543	+3%	+$211K	0.63%	47
2022 Q2	$7.25M	Buy	85,724 +23,921	+39%	+$2.1M	0.64%	48
2022 Q1	$5.42M	Sell	61,803 -4,970	-7%	-$430K	0.4%	60
2021 Q4	$5.84M	Sell	66,773 -12,740	-16%	-$1.06M	0.38%	59
2021 Q3	$6.5M	Sell	79,513 -6,888	-8%	-$620K	0.47%	51
2021 Q2	$7.88M	Buy	86,401 +1,455	+2%	+$130K	0.55%	46
2021 Q1	$7.26M	Buy	84,946 +1,000	+1%	+$89.7K	0.56%	47
2020 Q4	$7.93M	Buy	83,946 +640	+0.8%	+$55.9K	0.56%	48
2020 Q3	$7.24M	Buy	83,306 +400	+0.5%	+$34.7K	0.57%	48
2020 Q2	$7.24M	Buy	82,906 +3,533	+4%	+$305K	0.64%	46
2020 Q1	$6.54M	Buy	79,373 +10,622	+15%	+$948K	0.74%	38
2019 Q4	$6.51M	Buy	68,751 +245	+0.4%	+$22K	0.6%	47
2019 Q3	$5.95M	Buy	68,506 +2,440	+4%	+$219K	0.6%	49
2019 Q2	$6.03M	Sell	66,066 -7,199	-10%	-$609K	0.63%	48
2019 Q1	$6.31M	Buy	73,265 +167	+0.2%	+$13.4K	0.68%	46
2018 Q4	$5.62M	Sell	73,098 -387	-0.5%	-$30.1K	0.7%	49
2018 Q3	$5.67M	Buy	73,485 +574	+0.8%	+$42.4K	0.61%	52
2018 Q2	$4.93M	Sell	72,911 -296	-0.4%	-$20.4K	0.57%	54
2018 Q1	$5.3M	Sell	73,207 -536	-0.7%	-$40.8K	0.65%	51
2017 Q4	$5.55M	Buy	73,743 +223	+0.3%	+$16.8K	0.67%	48
2017 Q3	$5.66M	Buy	73,520 +2,500	+4%	+$189K	0.74%	43
2017 Q2	$5.31M	Buy	71,020 +112	+0.2%	+$7.94K	0.71%	48
2017 Q1	$4.72M	Sell	70,908 -698	-1%	-$46.5K	0.66%	52
2016 Q4	$4.67M	Sell	71,606 -502	-0.7%	-$32.6K	0.71%	51
2016 Q3	$5.1M	Buy	72,108 +139	+0.2%	+$10.1K	0.77%	46
2016 Q2	$5.32M	Sell	71,969 -223	-0.3%	-$15.4K	0.85%	44
2016 Q1	$4.69M	Hold	72,192	–	–	0.75%	49
2015 Q4	$5.57M	Sell	72,192 -820	-1%	-$65.1K	0.91%	42
2015 Q3	$6.01M	Sell	73,012 -195	-0.3%	-$17.4K	1.05%	33
2015 Q2	$6.45M	Buy	73,207 +111	+0.2%	+$10.2K	1.04%	30
2015 Q1	$6.46M	Hold	73,096	–	–	1.04%	28
2014 Q4	$6.07M	Sell	73,096 -586	-0.8%	-$48.6K	0.98%	34
2014 Q3	$6.21M	Sell	73,682 -1,562	-2%	-$126K	1.03%	32
2014 Q2	$6.1M	Sell	75,244 -781	-1%	-$61.4K	1.05%	28
2014 Q1	$5.79M	Sell	76,025 -1,193	-2%	-$86.9K	1.03%	29
2013 Q4	$5.56M	Sell	77,218 -4,436	-5%	-$308K	1%	29
2013 Q3	$5.61M	Sell	81,654 -8,928	-10%	-$591K	1.14%	30
2013 Q2	$5.74M	Buy	+90,582	New	+$5.89M	1.24%	26

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Investment House LLC's NVS Position: Q2 2026 in Review

Investment House LLC reduced its Novartis (NVS) stake by 2% in Q2 2026, selling an estimated $245K and leaving 80,147 shares worth $12.6M. The position accounts for 0.57% of the portfolio, ranked #44.

Investment House LLC first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. 729 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Investment House LLC held 80,147 shares of Novartis worth $12.6M as of Q2 2026.
Investment House LLC sold 1,636 Novartis shares in Q2 2026, an estimated $245K.
Novartis made up 0.57% of Investment House LLC's portfolio in Q2 2026, its #44 holding.
Investment House LLC first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
729 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.