JFS Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $767K | Buy |
4,893
+18
| +0.4% | +$2.7K | 0.04% | 199 |
|
|
2026
Q1 | $745K | Sell |
4,875
-47
| -1% | -$7.2K | 0.04% | 191 |
|
|
2025
Q4 | $679K | Hold |
4,922
| – | – | 0.04% | 200 |
|
|
2025
Q3 | $631K | Sell |
4,922
-132
| -3% | -$16.1K | 0.04% | 208 |
|
|
2025
Q2 | $612K | Sell |
5,054
-33
| -0.6% | -$3.72K | 0.04% | 188 |
|
|
2025
Q1 | $567K | Buy |
5,087
+178
| +4% | +$18.9K | 0.04% | 187 |
|
|
2024
Q4 | $478K | Sell |
4,909
-104
| -2% | -$11.1K | 0.03% | 201 |
|
|
2024
Q3 | $577K | Buy |
5,013
+3,054
| +156% | +$347K | 0.04% | 185 |
|
|
2024
Q2 | $209K | Buy |
1,959
+18
| +0.9% | +$1.81K | 0.02% | 240 |
|
|
2024
Q1 | $188K | Sell |
1,941
-110
| -5% | -$11.3K | 0.01% | 248 |
|
|
2023
Q4 | $207K | Sell |
2,051
-4
| -0.2% | -$386 | 0.02% | 234 |
|
|
2023
Q3 | $209K | Buy |
2,055
+795
| +63% | +$80.7K | 0.02% | 218 |
|
|
2023
Q2 | $127K | Sell |
1,260
-87
| -6% | -$8.7K | 0.01% | 251 |
|
|
2023
Q1 | $124K | Sell |
1,347
-67
| -5% | -$5.85K | 0.01% | 252 |
|
|
2022
Q4 | $128K | Sell |
1,414
-1,005
| -42% | -$84.6K | 0.01% | 246 |
|
|
2022
Q3 | $184K | Buy |
2,419
+100
| +4% | +$8.29K | 0.02% | 221 |
|
|
2022
Q2 | $196K | Sell |
2,319
-284
| -11% | -$24.9K | 0.02% | 213 |
|
|
2022
Q1 | $228K | Sell |
2,603
-314
| -11% | -$27.2K | 0.02% | 216 |
|
|
2021
Q4 | $255K | Sell |
2,917
-74
| -2% | -$6.14K | 0.02% | 206 |
|
|
2021
Q3 | $245K | Buy |
2,991
+1,100
| +58% | +$99K | 0.03% | 200 |
|
|
2021
Q2 | $173K | Buy |
1,891
+139
| +8% | +$12.4K | 0.03% | 178 |
|
|
2021
Q1 | $150K | Buy |
1,752
+385
| +28% | +$34.5K | 0.03% | 166 |
|
|
2020
Q4 | $129K | Buy |
1,367
+687
| +101% | +$60K | 0.03% | 175 |
|
|
2020
Q3 | $59K | Hold |
680
| – | – | 0.01% | 214 |
|
|
2020
Q2 | $59K | Hold |
680
| – | – | 0.02% | 217 |
|
|
2020
Q1 | $56K | Hold |
680
| – | – | 0.02% | 211 |
|
|
2019
Q4 | $64K | Hold |
680
| – | – | 0.02% | 224 |
|
|
2019
Q3 | $59K | Hold |
680
| – | – | 0.02% | 225 |
|
|
2019
Q2 | $62K | Sell |
680
-79
| -10% | -$6.69K | 0.02% | 227 |
|
|
2019
Q1 | $65K | Hold |
759
| – | – | 0.02% | 214 |
|
|
2018
Q4 | $58K | Hold |
759
| – | – | 0.02% | 216 |
|
|
2018
Q3 | $59K | Hold |
759
| – | – | 0.02% | 235 |
|
|
2018
Q2 | $51K | Sell |
759
-23
| -3% | -$1.59K | 0.01% | 240 |
|
|
2018
Q1 | $57K | Hold |
782
| – | – | 0.02% | 234 |
|
|
2017
Q4 | $59K | Buy |
782
+112
| +17% | +$8.45K | 0.01% | 241 |
|
|
2017
Q3 | $52K | Hold |
670
| – | – | 0.01% | 241 |
|
|
2017
Q2 | $50K | Hold |
670
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $44K | Hold |
670
| – | – | 0.01% | 230 |
|
|
2016
Q4 | $44K | Hold |
670
| – | – | 0.01% | 230 |
|
|
2016
Q3 | $47K | Hold |
670
| – | – | 0.01% | 247 |
|
|
2016
Q2 | $50K | Hold |
670
| – | – | 0.01% | 258 |
|
|
2016
Q1 | $43K | Sell |
670
-35,159
| -98% | -$2.39M | 0.01% | 249 |
|
|
2015
Q4 | $2.76M | Sell |
35,829
-168
| -0.5% | -$13.3K | 0.8% | 31 |
|
|
2015
Q3 | $2.96M | Sell |
35,997
-111
| -0.3% | -$9.88K | 1.31% | 22 |
|
|
2015
Q2 | $3.18M | Hold |
36,108
| – | – | 1.63% | 18 |
|
|
2015
Q1 | $3.19M | Sell |
36,108
-112
| -0.3% | -$9.93K | 1.5% | 19 |
|
|
2014
Q4 | $3.01M | Sell |
36,220
-307
| -0.8% | -$25.4K | 0.48% | 19 |
|
|
2014
Q3 | $3.08M | Hold |
36,527
| – | – | 0.54% | 18 |
|
|
2014
Q2 | $2.96M | Sell |
36,527
-100
| -0.3% | -$7.87K | 0.54% | 19 |
|
|
2014
Q1 | $2.79M | Sell |
36,627
-346
| -0.9% | -$25.2K | 1.55% | 17 |
|
|
2013
Q4 | $2.66M | Sell |
36,973
-1,111
| -3% | -$77.2K | 1.16% | 21 |
|
|
2013
Q3 | $2.62M | Buy |
38,084
+497
| +1% | +$32.9K | 1.22% | 22 |
|
|
2013
Q2 | $2.38M | Buy |
+37,587
| New | +$2.45M | 1.2% | 24 |
|
Other funds holding NVS
JFS Wealth Advisors's NVS Position: Q2 2026 in Review
JFS Wealth Advisors increased its Novartis (NVS) stake by 0.37% in Q2 2026, buying an estimated $2.7K and bringing the position to 4,893 shares worth $767K. The position accounts for 0.04% of the portfolio, ranked #199.
JFS Wealth Advisors first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.19M in Q1 2015. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- JFS Wealth Advisors held 4,893 shares of Novartis worth $767K as of Q2 2026.
- JFS Wealth Advisors bought 18 Novartis shares in Q2 2026, an estimated $2.7K.
- Novartis made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #199 holding.
- JFS Wealth Advisors first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- JFS Wealth Advisors's Novartis position peaked at $3.19M in Q1 2015.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.