JGP Wealth Management’s Novartis NVS Stock Holding History

JGP Wealth 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	$394K	Sell	2,511 -25	-1%	-$3.75K	0.04%	166
2026 Q1	$387K	Buy	2,536 +106	+4%	+$16.2K	0.04%	159
2025 Q4	$335K	Buy	2,430 +618	+34%	+$80.9K	0.03%	178
2025 Q3	$237K	Buy	+1,812	New	+$221K	0.03%	188
2018 Q3	–	Sell	-33,707	Closed	-$2.28M	–	121
2018 Q2	$2.28M	Buy	+33,707	New	+$2.33M	0.95%	50

Other funds holding NVS

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 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

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

JGP Wealth Management's NVS Position: Q2 2026 in Review

JGP Wealth Management reduced its Novartis (NVS) stake by 0.99% in Q2 2026, selling an estimated $3.75K and leaving 2,511 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #166.

JGP Wealth Management first reported a position in NVS in Q2 2018 and has held it in 5 quarters since. The position peaked at $2.28M in Q2 2018. 557 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

JGP Wealth Management held 2,511 shares of Novartis worth $394K as of Q2 2026.
JGP Wealth Management sold 25 Novartis shares in Q2 2026, an estimated $3.75K.
Novartis made up 0.04% of JGP Wealth Management's portfolio in Q2 2026, its #166 holding.
JGP Wealth Management first reported a position in Novartis in Q2 2018 and has held it in 5 quarters since.
JGP Wealth Management's Novartis position peaked at $2.28M in Q2 2018.
557 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.