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JBGlobal.com’s Novartis NVS Stock Holding History

JBGlobal.com’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 		$243K Hold
1,550
– – 0.21% 30
2026
Q1 		$237K Hold
1,550
– – 0.23% 27
2025
Q4 		$214K Buy
+1,550
New +$203K 0.27% 19
2025
Q3 		– Sell
-1,689
Closed -$204K – 30
2025
Q2 		$204K Buy
+1,689
New +$190K 0.21% 28

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

JBGlobal.com's NVS Position: Q2 2026 in Review

JBGlobal.com held its Novartis (NVS) position steady in Q2 2026 at 1,550 shares worth $243K. The position accounts for 0.21% of the portfolio, ranked #30.

JBGlobal.com first reported a position in NVS in Q2 2025 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • JBGlobal.com held 1,550 shares of Novartis worth $243K as of Q2 2026.
  • JBGlobal.com left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.21% of JBGlobal.com's portfolio in Q2 2026, its #30 holding.
  • JBGlobal.com first reported a position in Novartis in Q2 2025 and has held it in 4 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on JBGlobal.com's 13F filing for Q2 2026, filed 7 Jul 2026.