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Latitude Advisors’s Novartis NVS Stock Holding History

Latitude 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 		$520K Sell
3,315
-55
-2% -$8.24K 0.21% 117
2026
Q1 		$515K Sell
3,370
-128
-4% -$19.6K 0.24% 102
2025
Q4 		$482K Hold
3,498
– – 0.21% 108
2025
Q3 		$449K Hold
3,498
– – 0.2% 102
2025
Q2 		$423K Buy
3,498
+19
+0.5% +$2.14K 0.21% 107
2025
Q1 		$388K Hold
3,479
– – 0.23% 106
2024
Q4 		$339K Sell
3,479
-22
-0.6% -$2.35K 0.19% 119
2024
Q3 		$403K Hold
3,501
– – 0.23% 106
2024
Q2 		$373K Buy
3,501
+2
+0.1% +$201 0.23% 101
2024
Q1 		$338K Buy
3,499
+547
+19% +$56.1K 0.21% 108
2023
Q4 		$298K Hold
2,952
– – 0.21% 119
2023
Q3 		$301K Hold
2,952
– – 0.22% 112
2023
Q2 		$298K Hold
2,952
– – 0.21% 109
2023
Q1 		$272K Buy
2,952
+3
+0.1% +$262 0.2% 124
2022
Q4 		$268K Sell
2,949
-256
-8% -$21.6K 0.2% 122
2022
Q3 		$244K Sell
3,205
-2
-0.1% -$166 0.2% 115
2022
Q2 		$271K Sell
3,207
-6,418
-67% -$563K 0.25% 105
2022
Q1 		$845K Buy
9,625
+2,776
+41% +$240K 0.19% 112
2021
Q4 		$599K Sell
6,849
-484
-7% -$40.2K 0.17% 132
2021
Q3 		$600K Buy
7,333
+3,715
+103% +$334K 0.19% 110
2021
Q2 		$330K Buy
3,618
+41
+1% +$3.65K 0.24% 98
2021
Q1 		$306K Sell
3,577
-6,237
-64% -$560K 0.25% 101
2020
Q4 		$927K Buy
+9,814
New +$858K 0.82% 29

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Latitude Advisors's NVS Position: Q2 2026 in Review

Latitude Advisors reduced its Novartis (NVS) stake by 1.6% in Q2 2026, selling an estimated $8.24K and leaving 3,315 shares worth $520K. The position accounts for 0.21% of the portfolio, ranked #117.

Latitude Advisors first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. The position peaked at $927K in Q4 2020. 702 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Latitude Advisors held 3,315 shares of Novartis worth $520K as of Q2 2026.
  • Latitude Advisors sold 55 Novartis shares in Q2 2026, an estimated $8.24K.
  • Novartis made up 0.21% of Latitude Advisors's portfolio in Q2 2026, its #117 holding.
  • Latitude Advisors first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Novartis position peaked at $927K in Q4 2020.
  • 702 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.