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Lee, Danner & Bass’s Novartis NVS Stock Holding History

Lee, Danner & Bass’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 		$994K Hold
6,340
– – 0.06% 157
2026
Q1 		$968K Sell
6,340
-619
-9% -$94.9K 0.06% 152
2025
Q4 		$959K Hold
6,959
– – 0.07% 141
2025
Q3 		$892K Sell
6,959
-364
-5% -$44.4K 0.06% 142
2025
Q2 		$886K Sell
7,323
-324
-4% -$36.5K 0.07% 140
2025
Q1 		$852K Sell
7,647
-158
-2% -$16.8K 0.07% 140
2024
Q4 		$760K Hold
7,805
– – 0.06% 147
2024
Q3 		$898K Sell
7,805
-25
-0.3% -$2.84K 0.06% 143
2024
Q2 		$834K Buy
+7,830
New +$786K 0.06% 141
2023
Q4 		$791K Hold
7,830
– – 0.07% 142
2023
Q3 		$798K Sell
7,830
-150
-2% -$15.2K 0.07% 137
2023
Q2 		$805K Sell
7,980
-33
-0.4% -$3.3K 0.07% 141
2023
Q1 		$737K Hold
8,013
– – 0.07% 143
2022
Q4 		$727K Hold
8,013
– – 0.07% 143
2022
Q3 		$609K Sell
8,013
-100
-1% -$8.29K 0.06% 144
2022
Q2 		$686K Buy
8,113
+300
+4% +$26.3K 0.07% 137
2022
Q1 		$686K Sell
7,813
-851
-10% -$73.7K 0.06% 142
2021
Q4 		$758K Sell
8,664
-50
-0.6% -$4.15K 0.06% 139
2021
Q3 		$713K Hold
8,714
– – 0.07% 139
2021
Q2 		$795K Sell
8,714
-75
-0.9% -$6.68K 0.07% 134
2021
Q1 		$751K Hold
8,789
– – 0.07% 131
2020
Q4 		$830K Sell
8,789
-36
-0.4% -$3.15K 0.09% 119
2020
Q3 		$767K Sell
8,825
-200
-2% -$17.3K 0.09% 116
2020
Q2 		$788K Sell
9,025
-281
-3% -$24.3K 0.1% 114
2020
Q1 		$767K Sell
9,306
-715
-7% -$63.8K 0.11% 110
2019
Q4 		$949K Sell
10,021
-72
-0.7% -$6.46K 0.1% 113
2019
Q3 		$877K Buy
10,093
+7
+0.1% +$629 0.09% 116
2019
Q2 		$921K Sell
10,086
-1,282
-11% -$109K 0.1% 115
2019
Q1 		$979K Hold
11,368
– – 0.11% 109
2018
Q4 		$874K Buy
11,368
+1,061
+10% +$82.6K 0.1% 114
2018
Q3 		$796K Sell
10,307
-366
-3% -$27.1K 0.08% 124
2018
Q2 		$722K Hold
10,673
– – 0.08% 126
2018
Q1 		$773K Sell
10,673
-122
-1% -$9.29K 0.08% 125
2017
Q4 		$812K Hold
10,795
– – 0.08% 120
2017
Q3 		$830K Sell
10,795
-203
-2% -$15.3K 0.09% 114
2017
Q2 		$823K Buy
10,998
+201
+2% +$14.2K 0.09% 114
2017
Q1 		$719K Sell
10,797
-168
-2% -$11.2K 0.08% 117
2016
Q4 		$716K Buy
10,965
+196
+2% +$12.7K 0.08% 113
2016
Q3 		$762K Sell
10,769
-112
-1% -$8.16K 0.09% 112
2016
Q2 		$804K Buy
10,881
+1,808
+20% +$125K 0.1% 109
2016
Q1 		$625K Buy
9,073
+714
+9% +$48.6K 0.08% 114
2015
Q4 		$644K Sell
8,359
-157
-2% -$12.5K 0.08% 112
2015
Q3 		$701K Hold
8,516
– – 0.09% 113
2015
Q2 		$750K Sell
8,516
-84
-1% -$7.71K 0.09% 112
2015
Q1 		$760K Sell
8,600
-195
-2% -$17.3K 0.09% 107
2014
Q4 		$730K Hold
8,795
– – 0.09% 107
2014
Q3 		$742K Hold
8,795
– – 0.09% 108
2014
Q2 		$713K Buy
8,795
+146
+2% +$11.5K 0.09% 104
2014
Q1 		$659K Buy
8,649
+402
+5% +$29.3K 0.09% 107
2013
Q4 		$594K Hold
8,247
– – 0.08% 106
2013
Q3 		$567K Hold
8,247
– – 0.08% 103
2013
Q2 		$523K Buy
+8,247
New +$537K 0.08% 104

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Lee, Danner & Bass's NVS Position: Q2 2026 in Review

Lee, Danner & Bass held its Novartis (NVS) position steady in Q2 2026 at 6,340 shares worth $994K. The position accounts for 0.06% of the portfolio, ranked #157.

Lee, Danner & Bass first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 649 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Lee, Danner & Bass held 6,340 shares of Novartis worth $994K as of Q2 2026.
  • Lee, Danner & Bass left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.06% of Lee, Danner & Bass's portfolio in Q2 2026, its #157 holding.
  • Lee, Danner & Bass first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
  • 649 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.