Ipswich Investment Management’s Novartis NVS Stock Holding History

Ipswich 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	$2.6M	Buy	16,585 +2,750	+20%	+$412K	0.55%	42
2026 Q1	$2.11M	Sell	13,835 -3,272	-19%	-$502K	0.5%	49
2025 Q4	$2.36M	Sell	17,107 -105	-0.6%	-$13.8K	0.55%	45
2025 Q3	$2.21M	Sell	17,212 -915	-5%	-$112K	0.52%	47
2025 Q2	$2.19M	Sell	18,127 -1,335	-7%	-$150K	0.53%	43
2025 Q1	$2.17M	Sell	19,462 -765	-4%	-$81.4K	0.54%	48
2024 Q4	$1.97M	Hold	20,227	–	–	0.47%	51
2024 Q3	$2.33M	Sell	20,227 -4	-0%	-$454	0.54%	45
2024 Q2	$2.15M	Buy	20,231 +4	+0%	+$402	0.5%	47
2024 Q1	$1.96M	Hold	20,227	–	–	0.46%	54
2023 Q4	$2.04M	Hold	20,227	–	–	0.52%	54
2023 Q3	$2.06M	Buy	20,227 +620	+3%	+$62.9K	0.56%	51
2023 Q2	$1.98M	Sell	19,607 -1,400	-7%	-$140K	0.52%	55
2023 Q1	$1.93M	Buy	21,007 +1,500	+8%	+$131K	0.53%	56
2022 Q4	$1.77M	Sell	19,507 -6,463	-25%	-$544K	0.51%	57
2022 Q3	$1.97M	Sell	25,970 -2,068	-7%	-$171K	0.63%	49
2022 Q2	$2.37M	Sell	28,038 -2,056	-7%	-$180K	0.68%	44
2022 Q1	$2.64M	Buy	30,094 +1,600	+6%	+$139K	0.66%	50
2021 Q4	$2.49M	Buy	28,494 +3,375	+13%	+$280K	0.58%	53
2021 Q3	$2.05M	Sell	25,119 -500	-2%	-$45K	0.53%	59
2021 Q2	$2.34M	Sell	25,619 -70	-0.3%	-$6.23K	0.6%	55
2021 Q1	$2.2M	Sell	25,689 -576	-2%	-$51.7K	0.62%	53
2020 Q4	$2.48M	Sell	26,265 -298	-1%	-$26K	0.74%	45
2020 Q3	$2.31M	Sell	26,563 -100	-0.4%	-$8.66K	0.74%	45
2020 Q2	$2.33M	Hold	26,663	–	–	0.8%	42
2020 Q1	$2.2M	Sell	26,663 -2,700	-9%	-$241K	0.86%	39
2019 Q4	$2.78M	Hold	29,363	–	–	0.82%	42
2019 Q3	$2.55M	Hold	29,363	–	–	0.81%	44
2019 Q2	$2.68M	Sell	29,363 -3,406	-10%	-$288K	0.86%	40
2019 Q1	$2.82M	Sell	32,769 -112	-0.3%	-$8.99K	0.92%	40
2018 Q4	$2.53M	Buy	32,881 +4,775	+17%	+$372K	0.93%	36
2018 Q3	$2.17M	Sell	28,106 -162	-0.6%	-$12K	0.73%	47
2018 Q2	$1.91M	Buy	28,268 +1,674	+6%	+$116K	0.88%	46
2018 Q1	$1.93M	Buy	26,594 +1,609	+6%	+$122K	0.81%	41
2017 Q4	$1.88M	Hold	24,985	–	–	0.8%	40
2017 Q3	$1.92M	Hold	24,985	–	–	0.86%	38
2017 Q2	$1.87M	Sell	24,985 -3,097	-11%	-$219K	0.88%	39
2017 Q1	$1.87M	Sell	28,082 -223	-0.8%	-$14.9K	0.81%	42
2016 Q4	$1.85M	Buy	28,305 +474	+2%	+$30.7K	0.84%	42
2016 Q3	$1.97M	Sell	27,831 -1,250	-4%	-$91.1K	0.96%	39
2016 Q2	$2.15M	Sell	29,081 -6,361	-18%	-$439K	1.06%	39
2016 Q1	$2.37M	Sell	35,442 -29,096	-45%	-$1.98M	1.13%	36
2015 Q4	$4.98M	Buy	64,538 +1,144	+2%	+$90.9K	2.24%	8
2015 Q3	$5.22M	Buy	63,394 +954	+2%	+$84.9K	2.49%	6
2015 Q2	$5.5M	Sell	62,440 -8,699	-12%	-$798K	2.48%	7
2015 Q1	$6.29M	Sell	71,139 -1,674	-2%	-$148K	2.75%	4
2014 Q4	$6.04M	Sell	72,813 -1,048	-1%	-$86.9K	2.58%	7
2014 Q3	$6.23M	Sell	73,861 -921	-1%	-$74.5K	2.65%	6
2014 Q2	$6.07M	Buy	74,782 +642	+0.9%	+$50.5K	2.35%	7
2014 Q1	$5.65M	Sell	74,140 -903	-1%	-$65.8K	2.43%	7
2013 Q4	$5.4M	Buy	75,043 +446	+0.6%	+$31K	2.26%	6
2013 Q3	$5.13M	Sell	74,597 -481	-0.6%	-$31.8K	2.31%	5
2013 Q2	$4.76M	Buy	+75,078	New	+$4.88M	2.05%	8

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Ipswich Investment Management's NVS Position: Q2 2026 in Review

Ipswich Investment Management increased its Novartis (NVS) stake by 20% in Q2 2026, buying an estimated $412K and bringing the position to 16,585 shares worth $2.6M. The position accounts for 0.55% of the portfolio, ranked #42.

Ipswich Investment Management first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.29M in Q1 2015. 439 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Ipswich Investment Management held 16,585 shares of Novartis worth $2.6M as of Q2 2026.
Ipswich Investment Management bought 2,750 Novartis shares in Q2 2026, an estimated $412K.
Novartis made up 0.55% of Ipswich Investment Management's portfolio in Q2 2026, its #42 holding.
Ipswich Investment Management first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
Ipswich Investment Management's Novartis position peaked at $6.29M in Q1 2015.
439 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.