LJAC
NVS icon

L.J. Altfest & Co’s Novartis NVS Stock Holding History

L.J. Altfest & 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 		$657K Buy
4,193
+417
+11% +$62.5K 0.06% 185
2026
Q1 		$577K Buy
3,776
+18
+0.5% +$2.76K 0.06% 210
2025
Q4 		$518K Hold
3,758
– – 0.06% 221
2025
Q3 		$482K Sell
3,758
-63
-2% -$7.69K 0.05% 233
2025
Q2 		$462K Buy
3,821
+303
+9% +$34.2K 0.05% 232
2025
Q1 		$392K Buy
3,518
+270
+8% +$28.7K 0.05% 242
2024
Q4 		$316K Sell
3,248
-429
-12% -$45.7K 0.04% 261
2024
Q3 		$423K Sell
3,677
-740
-17% -$84K 0.06% 231
2024
Q2 		$470K Sell
4,417
-55
-1% -$5.52K 0.06% 205
2024
Q1 		$433K Sell
4,472
-7
-0.2% -$718 0.06% 208
2023
Q4 		$452K Sell
4,479
-42
-0.9% -$4.05K 0.07% 197
2023
Q3 		$461K Sell
4,521
-372
-8% -$37.8K 0.07% 190
2023
Q2 		$494K Sell
4,893
-280
-5% -$28K 0.07% 180
2023
Q1 		$476K Sell
5,173
-399
-7% -$34.8K 0.07% 173
2022
Q4 		$505K Sell
5,572
-101
-2% -$8.51K 0.08% 157
2022
Q3 		$431K Hold
5,673
– – 0.08% 159
2022
Q2 		$480K Buy
5,673
+2,645
+87% +$232K 0.09% 151
2022
Q1 		$266K Sell
3,028
-5,374
-64% -$465K 0.05% 218
2021
Q4 		$735K Buy
8,402
+1,263
+18% +$105K 0.14% 114
2021
Q3 		$584K Buy
7,139
+492
+7% +$44.3K 0.12% 122
2021
Q2 		$606K Buy
6,647
+570
+9% +$50.8K 0.13% 119
2021
Q1 		$519K Buy
6,077
+458
+8% +$41.1K 0.12% 133
2020
Q4 		$531K Buy
+5,619
New +$491K 0.13% 123
2020
Q2 		– Sell
-3,991
Closed -$329K – 228
2020
Q1 		$329K Buy
+3,991
New +$356K 0.1% 126
2015
Q1 		– Sell
-2,973
Closed -$247K – 117
2014
Q4 		$247K Buy
+2,973
New +$246K 0.2% 94
2014
Q1 		– Sell
-4,389
Closed -$316K – 115
2013
Q4 		$316K Buy
+4,389
New +$305K 0.27% 81

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

L.J. Altfest & Co's NVS Position: Q2 2026 in Review

L.J. Altfest & Co increased its Novartis (NVS) stake by 11% in Q2 2026, buying an estimated $62.5K and bringing the position to 4,193 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #185.

L.J. Altfest & Co first reported a position in NVS in Q4 2013 and has held it in 26 quarters since. The position peaked at $735K in Q4 2021. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • L.J. Altfest & Co held 4,193 shares of Novartis worth $657K as of Q2 2026.
  • L.J. Altfest & Co bought 417 Novartis shares in Q2 2026, an estimated $62.5K.
  • Novartis made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #185 holding.
  • L.J. Altfest & Co first reported a position in Novartis in Q4 2013 and has held it in 26 quarters since.
  • L.J. Altfest & Co's Novartis position peaked at $735K in Q4 2021.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.