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Juncture Wealth Strategies’s Novartis NVS Stock Holding History

Juncture Wealth Strategies’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 		$313K Sell
1,998
-285
-12% -$42.7K 0.08% 145
2026
Q1 		$349K Buy
2,283
+336
+17% +$51.5K 0.12% 97
2025
Q4 		$268K Buy
+1,947
New +$255K 0.09% 114
2024
Q2 		– Sell
-5,900
Closed -$571K – 116
2024
Q1 		$571K Sell
5,900
-298
-5% -$30.6K 0.25% 56
2023
Q4 		$626K Buy
6,198
+200
+3% +$19.3K 0.28% 65
2023
Q3 		$611K Sell
5,998
-100
-2% -$10.2K 0.3% 72
2023
Q2 		$615K Sell
6,098
-102
-2% -$10.2K 0.29% 71
2023
Q1 		$570K Sell
6,200
-300
-5% -$26.2K 0.28% 69
2022
Q4 		$590K Sell
6,500
-100
-2% -$8.42K 0.28% 61
2022
Q3 		$502K Buy
6,600
+600
+10% +$49.7K 0.25% 69
2022
Q2 		$507K Buy
6,000
+200
+3% +$17.5K 0.25% 65
2022
Q1 		$509K Buy
5,800
+500
+9% +$43.3K 0.24% 81
2021
Q4 		$464K Hold
5,300
– – 0.22% 88
2021
Q3 		$433K Buy
5,300
+400
+8% +$36K 0.23% 79
2021
Q2 		$452K Sell
4,900
-300
-6% -$26.7K 0.26% 76
2021
Q1 		$453K Hold
5,200
– – 0.29% 74
2020
Q4 		$491K Buy
5,200
+1,000
+24% +$87.4K 0.31% 73
2020
Q3 		$365K Sell
4,200
-300
-7% -$26K 0.25% 86
2020
Q2 		$393K Buy
4,500
+700
+18% +$60.4K 0.3% 74
2020
Q1 		$313K Sell
3,800
-1,700
-31% -$152K 0.29% 73
2019
Q4 		$521K Sell
5,500
-100
-2% -$8.97K 0.41% 62
2019
Q3 		$487K Buy
5,600
+300
+6% +$26.9K 0.43% 59
2019
Q2 		$484K Sell
5,300
-726
-12% -$61.4K 0.39% 69
2019
Q1 		$519K Buy
6,026
+1,674
+38% +$134K 0.4% 69
2018
Q4 		$335K Sell
4,352
-1,005
-19% -$78.2K 0.23% 85
2018
Q3 		$414K Sell
5,357
-111
-2% -$8.21K 0.22% 85
2018
Q2 		$370K Buy
5,468
+446
+9% +$30.8K 0.2% 82
2018
Q1 		$364K Sell
5,022
-558
-10% -$42.5K 0.2% 76
2017
Q4 		$420K Buy
5,580
+1,786
+47% +$135K 0.24% 72
2017
Q3 		$292K Buy
+3,794
New +$287K 0.16% 76
2016
Q4 		– Sell
-3,460
Closed -$245K – 84
2016
Q3 		$245K Sell
3,460
-4,575
-57% -$333K 0.17% 75
2016
Q2 		$594K Sell
8,035
-781
-9% -$54K 0.42% 56
2016
Q1 		$572K Sell
8,816
-1,228
-12% -$83.5K 0.42% 60
2015
Q4 		$774K Buy
10,044
+670
+7% +$53.2K 0.58% 47
2015
Q3 		$772K Buy
9,374
+334
+4% +$29.7K 0.63% 41
2015
Q2 		$797K Sell
9,040
-1,227
-12% -$113K 0.65% 33
2015
Q1 		$907K Sell
10,267
-9,109
-47% -$808K 0.75% 29
2014
Q4 		$1.65M Buy
+19,376
New +$1.61M 0.79% 34

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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Juncture Wealth Strategies's NVS Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Novartis (NVS) stake by 12% in Q2 2026, selling an estimated $42.7K and leaving 1,998 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #145.

Juncture Wealth Strategies first reported a position in NVS in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.65M in Q4 2014. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Juncture Wealth Strategies held 1,998 shares of Novartis worth $313K as of Q2 2026.
  • Juncture Wealth Strategies sold 285 Novartis shares in Q2 2026, an estimated $42.7K.
  • Novartis made up 0.08% of Juncture Wealth Strategies's portfolio in Q2 2026, its #145 holding.
  • Juncture Wealth Strategies first reported a position in Novartis in Q4 2014 and has held it in 38 quarters since.
  • Juncture Wealth Strategies's Novartis position peaked at $1.65M in Q4 2014.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.