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Investment Research Partners’s Novartis NVS Stock Holding History

Investment Research Partners’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 		$1.09M Buy
6,950
+827
+14% +$124K 0.37% 62
2026
Q1 		$935K Sell
6,123
-72
-1% -$11K 0.38% 61
2025
Q4 		$854K Buy
6,195
+76
+1% +$9.95K 0.37% 67
2025
Q3 		$745K Buy
+6,119
New +$747K 0.34% 73

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment Research Partners's NVS Position: Q2 2026 in Review

Investment Research Partners increased its Novartis (NVS) stake by 14% in Q2 2026, buying an estimated $124K and bringing the position to 6,950 shares worth $1.09M. The position accounts for 0.37% of the portfolio, ranked #62.

Investment Research Partners first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,269 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Investment Research Partners held 6,950 shares of Novartis worth $1.09M as of Q2 2026.
  • Investment Research Partners bought 827 Novartis shares in Q2 2026, an estimated $124K.
  • Novartis made up 0.37% of Investment Research Partners's portfolio in Q2 2026, its #62 holding.
  • Investment Research Partners first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.