Jackson Grant Investment Advisers’s Novartis NVS Stock Holding History

Jackson Grant Investment Advisers’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	$8.78K	Hold	56	–	–	﹤0.01%	323
2026 Q1	$8.55K	Hold	56	–	–	﹤0.01%	311
2025 Q4	$7.72K	Hold	56	–	–	﹤0.01%	320
2025 Q3	$7.18K	Hold	56	–	–	﹤0.01%	317
2025 Q2	$6.78K	Hold	56	–	–	﹤0.01%	287
2025 Q1	$6.24K	Hold	56	–	–	﹤0.01%	287
2024 Q4	$5.45K	Hold	56	–	–	﹤0.01%	307
2024 Q3	$6.44K	Hold	56	–	–	﹤0.01%	295
2024 Q2	$5.96K	Hold	56	–	–	﹤0.01%	295
2024 Q1	$5.42K	Hold	56	–	–	﹤0.01%	293
2023 Q4	$5.65K	Hold	56	–	–	﹤0.01%	280
2023 Q3	$5.7K	Hold	56	–	–	﹤0.01%	276
2023 Q2	$5.65K	Hold	56	–	–	﹤0.01%	284
2023 Q1	$5.15K	Buy	+56	New	+$4.89K	﹤0.01%	322
2016 Q1	–	Sell	-1,029	Closed	-$70K	–	184
2015 Q4	$79K	Buy	+1,029	New	+$81.7K	0.08%	87

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jackson Grant Investment Advisers's NVS Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Novartis (NVS) position steady in Q2 2026 at 56 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Jackson Grant Investment Advisers first reported a position in NVS in Q4 2015 and has held it in 15 quarters since. The position peaked at $79K in Q4 2015. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Jackson Grant Investment Advisers held 56 shares of Novartis worth $8.78K as of Q2 2026.
Jackson Grant Investment Advisers left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #323 holding.
Jackson Grant Investment Advisers first reported a position in Novartis in Q4 2015 and has held it in 15 quarters since.
Jackson Grant Investment Advisers's Novartis position peaked at $79K in Q4 2015.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.