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Lantz Financial’s Novartis NVS Stock Holding History

Lantz Financial’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 		$1.19M Sell
7,596
-304
-4% -$45.6K 0.22% 111
2026
Q1 		$1.21M Buy
7,900
+1,358
+21% +$208K 0.25% 106
2025
Q4 		$902K Sell
6,542
-219
-3% -$28.7K 0.19% 121
2025
Q3 		$867K Buy
6,761
+134
+2% +$16.4K 0.19% 122
2025
Q2 		$802K Buy
6,627
+17
+0.3% +$1.92K 0.2% 115
2025
Q1 		$737K Buy
6,610
+132
+2% +$14.1K 0.2% 115
2024
Q4 		$630K Sell
6,478
-384
-6% -$40.9K 0.17% 118
2024
Q3 		$789K Sell
6,862
-199
-3% -$22.6K 0.21% 103
2024
Q2 		$752K Sell
7,061
-133
-2% -$13.3K 0.23% 99
2024
Q1 		$696K Sell
7,194
-265
-4% -$27.2K 0.22% 101
2023
Q4 		$753K Buy
7,459
+9
+0.1% +$869 0.27% 90
2023
Q3 		$759K Buy
7,450
+28
+0.4% +$2.84K 0.3% 84
2023
Q2 		$749K Sell
7,422
-384
-5% -$38.4K 0.29% 86
2023
Q1 		$718K Sell
7,806
-248
-3% -$21.7K 0.3% 85
2022
Q4 		$731K Sell
8,054
-49
-0.6% -$4.13K 0.33% 78
2022
Q3 		$616K Sell
8,103
-750
-8% -$62.2K 0.32% 81
2022
Q2 		$748K Sell
8,853
-139
-2% -$12.2K 0.34% 78
2022
Q1 		$789K Buy
8,992
+686
+8% +$59.4K 0.32% 80
2021
Q4 		$727K Sell
8,306
-184
-2% -$15.3K 0.33% 77
2021
Q3 		$694K Buy
8,490
+403
+5% +$36.3K 0.36% 75
2021
Q2 		$738K Sell
8,087
-86
-1% -$7.66K 0.38% 69
2021
Q1 		$699K Buy
8,173
+77
+1% +$6.91K 0.4% 60
2020
Q4 		$765K Buy
8,096
+244
+3% +$21.3K 0.48% 58
2020
Q3 		$683K Buy
7,852
+72
+0.9% +$6.24K 0.46% 62
2020
Q2 		$680K Sell
7,780
-1,606
-17% -$139K 0.49% 57
2020
Q1 		$774K Buy
9,386
+1,031
+12% +$92K 0.61% 52
2019
Q4 		$791K Sell
8,355
-545
-6% -$48.9K 0.47% 67
2019
Q3 		$751K Sell
8,900
-518
-6% -$46.5K 0.51% 66
2019
Q2 		$867K Sell
9,418
-1,292
-12% -$109K 0.59% 54
2019
Q1 		$923K Buy
+10,710
New +$860K 0.67% 52

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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 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

Lantz Financial's NVS Position: Q2 2026 in Review

Lantz Financial reduced its Novartis (NVS) stake by 3.8% in Q2 2026, selling an estimated $45.6K and leaving 7,596 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #111.

Lantz Financial first reported a position in NVS in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.21M in Q1 2026. 365 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Lantz Financial held 7,596 shares of Novartis worth $1.19M as of Q2 2026.
  • Lantz Financial sold 304 Novartis shares in Q2 2026, an estimated $45.6K.
  • Novartis made up 0.22% of Lantz Financial's portfolio in Q2 2026, its #111 holding.
  • Lantz Financial first reported a position in Novartis in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Novartis position peaked at $1.21M in Q1 2026.
  • 365 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.