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JNBA Financial Advisors’s Novartis NVS Stock Holding History

JNBA Financial 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 		$984K Buy
6,281
+32
+0.5% +$4.8K 0.07% 103
2026
Q1 		$954K Sell
6,249
-225
-3% -$34.5K 0.08% 98
2025
Q4 		$893K Sell
6,474
-183
-3% -$24K 0.08% 107
2025
Q3 		$854K Sell
6,657
-417
-6% -$50.9K 0.08% 103
2025
Q2 		$856K Hold
7,074
– – 0.08% 97
2025
Q1 		$789K Sell
7,074
-628
-8% -$66.9K 0.08% 99
2024
Q4 		$749K Sell
7,702
-25
-0.3% -$2.67K 0.08% 104
2024
Q3 		$889K Sell
7,727
-729
-9% -$82.7K 0.09% 95
2024
Q2 		$900K Sell
8,456
-204
-2% -$20.5K 0.1% 99
2024
Q1 		$838K Sell
8,660
-25
-0.3% -$2.56K 0.09% 105
2023
Q4 		$877K Sell
8,685
-357
-4% -$34.5K 0.1% 101
2023
Q3 		$921K Sell
9,042
-288
-3% -$29.2K 0.12% 98
2023
Q2 		$941K Sell
9,330
-506
-5% -$50.6K 0.11% 102
2023
Q1 		$905K Sell
9,836
-225
-2% -$19.6K 0.12% 101
2022
Q4 		$913K Sell
10,061
-349
-3% -$29.4K 0.13% 102
2022
Q3 		$791K Sell
10,410
-80
-0.8% -$6.63K 0.12% 99
2022
Q2 		$887K Sell
10,490
-232
-2% -$20.4K 0.13% 92
2022
Q1 		$941K Sell
10,722
-715
-6% -$61.9K 0.12% 95
2021
Q4 		$1M Sell
11,437
-100
-0.9% -$8.3K 0.12% 94
2021
Q3 		$943K Hold
11,537
– – 0.13% 92
2021
Q2 		$1.05M Hold
11,537
– – 0.14% 89
2021
Q1 		$986K Buy
11,537
+125
+1% +$11.2K 0.14% 89
2020
Q4 		$1.08M Sell
11,412
-434
-4% -$37.9K 0.18% 78
2020
Q3 		$1.03M Buy
11,846
+7
+0.1% +$606 0.21% 74
2020
Q2 		$1.03M Hold
11,839
– – 0.22% 73
2020
Q1 		$976K Hold
11,839
– – 0.23% 67
2019
Q4 		$1.12M Buy
11,839
+8
+0.1% +$718 0.21% 75
2019
Q3 		$1.03M Sell
11,831
-81
-0.7% -$7.27K 0.21% 73
2019
Q2 		$1.09M Sell
11,912
-1,210
-9% -$102K 0.22% 65
2019
Q1 		$1.13M Buy
13,122
+1,019
+8% +$81.8K 0.24% 53
2018
Q4 		$931K Buy
12,103
+10,976
+974% +$854K 0.21% 60
2018
Q3 		$87K Sell
1,127
-12,137
-92% -$897K 0.04% 188
2018
Q2 		$898K Sell
13,264
-216
-2% -$14.9K 0.19% 62
2018
Q1 		$977K Hold
13,480
– – 0.21% 53
2017
Q4 		$1.01M Sell
13,480
-335
-2% -$25.3K 0.21% 52
2017
Q3 		$1.06M Hold
13,815
– – 0.24% 45
2017
Q2 		$1.03M Sell
13,815
-45
-0.3% -$3.19K 0.23% 43
2017
Q1 		$922K Hold
13,860
– – 0.22% 46
2016
Q4 		$905K Buy
13,860
+7,970
+135% +$517K 0.22% 48
2016
Q3 		$417K Sell
5,890
-7,745
-57% -$564K 0.06% 112
2016
Q2 		$1.01M Buy
13,635
+23
+0.2% +$1.59K 0.28% 39
2016
Q1 		$884K Sell
13,612
-547
-4% -$37.2K 0.32% 38
2015
Q4 		$1.09M Sell
14,159
-390
-3% -$31K 0.42% 31
2015
Q3 		$1.2M Sell
14,549
-223
-2% -$19.8K 0.51% 28
2015
Q2 		$1.3M Sell
14,772
-112
-0.8% -$10.3K 0.49% 24
2015
Q1 		$1.31M Sell
14,884
-541
-4% -$48K 0.51% 24
2014
Q4 		$1.28M Hold
15,425
– – 0.52% 27
2014
Q3 		$1.3M Sell
15,425
-397
-3% -$32.1K 0.59% 28
2014
Q2 		$1.28M Sell
15,822
-223
-1% -$17.5K 0.62% 26
2014
Q1 		$1.22M Sell
16,045
-820
-5% -$59.8K 0.64% 25
2013
Q4 		$1.22M Sell
16,865
-535
-3% -$37.2K 0.67% 25
2013
Q3 		$1.2M Sell
17,400
-67
-0.4% -$4.43K 0.75% 25
2013
Q2 		$1.11M Buy
+17,467
New +$1.14M 0.76% 25

Other funds holding NVS

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

JNBA Financial Advisors's NVS Position: Q2 2026 in Review

JNBA Financial Advisors increased its Novartis (NVS) stake by 0.51% in Q2 2026, buying an estimated $4.8K and bringing the position to 6,281 shares worth $984K. The position accounts for 0.07% of the portfolio, ranked #103.

JNBA Financial Advisors first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.31M in Q1 2015. 546 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • JNBA Financial Advisors held 6,281 shares of Novartis worth $984K as of Q2 2026.
  • JNBA Financial Advisors bought 32 Novartis shares in Q2 2026, an estimated $4.8K.
  • Novartis made up 0.07% of JNBA Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • JNBA Financial Advisors first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Novartis position peaked at $1.31M in Q1 2015.
  • 546 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.