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J.W. Cole Advisors’s Novartis NVS Stock Holding History

J.W. Cole 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 		$1.71M Buy
10,929
+151
+1% +$22.6K 0.03% 555
2026
Q1 		$1.65M Buy
10,778
+201
+2% +$30.8K 0.06% 283
2025
Q4 		$1.35M Buy
10,577
+64
+0.6% +$8.38K 0.03% 541
2025
Q3 		$1.35M Sell
10,513
-231
-2% -$28.2K 0.03% 614
2025
Q2 		$1.3M Buy
10,744
+395
+4% +$44.5K 0.03% 574
2025
Q1 		$1.15M Buy
10,349
+4,969
+92% +$529K 0.04% 489
2024
Q4 		$523K Sell
5,380
-930
-15% -$99.2K 0.02% 590
2024
Q3 		$726K Buy
6,310
+257
+4% +$29.2K 0.03% 475
2024
Q2 		$644K Sell
6,053
-261
-4% -$26.2K 0.03% 452
2024
Q1 		$611K Buy
6,314
+464
+8% +$47.6K 0.03% 471
2023
Q4 		$591K Sell
5,850
-814
-12% -$78.6K 0.03% 436
2023
Q3 		$679K Buy
6,664
+87
+1% +$8.83K 0.05% 338
2023
Q2 		$664K Buy
6,577
+121
+2% +$12.1K 0.05% 357
2023
Q1 		$594K Sell
6,456
-303
-4% -$26.5K 0.04% 407
2022
Q4 		$613K Buy
6,759
+355
+6% +$29.9K 0.05% 366
2022
Q3 		$487K Buy
6,404
+391
+7% +$32.4K 0.04% 402
2022
Q2 		$508K Sell
6,013
-62
-1% -$5.44K 0.04% 407
2022
Q1 		$533K Sell
6,075
-43
-0.7% -$3.72K 0.04% 436
2021
Q4 		$535K Buy
6,118
+27
+0.4% +$2.24K 0.03% 442
2021
Q3 		$498K Buy
6,091
+479
+9% +$43.1K 0.04% 263
2021
Q2 		$512K Buy
5,612
+2,114
+60% +$188K 0.04% 425
2021
Q1 		$299K Sell
3,498
-109
-3% -$9.78K 0.03% 518
2020
Q4 		$341K Sell
3,607
-3,635
-50% -$318K 0.04% 442
2020
Q3 		$630K Buy
+7,242
New +$627K 0.05% 357
2020
Q1 		– Sell
-3,765
Closed -$357K – 370
2019
Q4 		$357K Buy
+3,765
New +$338K 0.05% 377

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

J.W. Cole Advisors's NVS Position: Q2 2026 in Review

J.W. Cole Advisors increased its Novartis (NVS) stake by 1.4% in Q2 2026, buying an estimated $22.6K and bringing the position to 10,929 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #555.

J.W. Cole Advisors first reported a position in NVS in Q4 2019 and has held it in 25 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • J.W. Cole Advisors held 10,929 shares of Novartis worth $1.71M as of Q2 2026.
  • J.W. Cole Advisors bought 151 Novartis shares in Q2 2026, an estimated $22.6K.
  • Novartis made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #555 holding.
  • J.W. Cole Advisors first reported a position in Novartis in Q4 2019 and has held it in 25 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.