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Joel Isaacson & Co’s Novartis NVS Stock Holding History

Joel Isaacson & Co’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 		$1.02M Hold
6,486
– – 0.03% 195
2026
Q1 		$991K Buy
6,486
+44
+0.7% +$6.75K 0.03% 191
2025
Q4 		$888K Buy
6,442
+785
+14% +$103K 0.03% 202
2025
Q3 		$725K Hold
5,657
– – 0.03% 217
2025
Q2 		$685K Sell
5,657
-1,604
-22% -$181K 0.03% 212
2025
Q1 		$809K Buy
7,261
+2,584
+55% +$275K 0.04% 178
2024
Q4 		$455K Sell
4,677
-160
-3% -$17.1K 0.02% 240
2024
Q3 		$556K Sell
4,837
-25
-0.5% -$2.84K 0.03% 206
2024
Q2 		$518K Buy
4,862
+191
+4% +$19.2K 0.03% 207
2024
Q1 		$452K Buy
4,671
+2,025
+77% +$208K 0.02% 226
2023
Q4 		$267K Buy
+2,646
New +$255K 0.02% 267
2019
Q2 		– Sell
-12,754
Closed -$1.1M – 221
2019
Q1 		$1.1M Hold
12,754
– – 0.16% 74
2018
Q4 		$1M Buy
+12,754
New +$993K 0.16% 79
2017
Q1 		– Sell
-517
Closed -$34K – 413
2016
Q4 		$34K Hold
517
– – 0.01% 361
2016
Q3 		$37K Hold
517
– – 0.01% 372
2016
Q2 		$38K Hold
517
– – 0.01% 371
2016
Q1 		$34K Hold
517
– – 0.01% 393
2015
Q4 		$40K Sell
517
-284
-35% -$22.6K 0.01% 363
2015
Q3 		$66K Hold
801
– – 0.02% 288
2015
Q2 		$71K Sell
801
-190
-19% -$17.4K 0.02% 306
2015
Q1 		$88K Sell
991
-13
-1% -$1.15K 0.02% 275
2014
Q4 		$83K Hold
1,004
– – 0.02% 254
2014
Q3 		$85K Hold
1,004
– – 0.03% 233
2014
Q2 		$81K Hold
1,004
– – 0.03% 237
2014
Q1 		$77K Hold
1,004
– – 0.03% 236
2013
Q4 		$72K Hold
1,004
– – 0.03% 224
2013
Q3 		$69K Buy
1,004
+446
+80% +$29.5K 0.03% 220
2013
Q2 		$35K Buy
+558
New +$36.3K 0.02% 265

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Joel Isaacson & Co's NVS Position: Q2 2026 in Review

Joel Isaacson & Co held its Novartis (NVS) position steady in Q2 2026 at 6,486 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #195.

Joel Isaacson & Co first reported a position in NVS in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.1M in Q1 2019. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Joel Isaacson & Co held 6,486 shares of Novartis worth $1.02M as of Q2 2026.
  • Joel Isaacson & Co left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #195 holding.
  • Joel Isaacson & Co first reported a position in Novartis in Q2 2013 and has held it in 28 quarters since.
  • Joel Isaacson & Co's Novartis position peaked at $1.1M in Q1 2019.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.