LVW Advisors’s Novartis NVS Stock Holding History

LVW 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	$254K	Buy	1,618 +257	+19%	+$38.5K	0.02%	384
2026 Q1	$208K	Buy	+1,361	New	+$209K	0.02%	413
2021 Q3	–	Sell	-2,234	Closed	-$204K	–	246
2021 Q2	$204K	Buy	+2,234	New	+$199K	0.04%	216
2020 Q4	–	Sell	-4,413	Closed	-$384K	–	210
2020 Q3	$384K	Buy	4,413 +368	+9%	+$31.9K	0.08%	126
2020 Q2	$353K	Buy	4,045 +1,019	+34%	+$88K	0.09%	124
2020 Q1	$249K	Buy	+3,026	New	+$270K	0.07%	135
2017 Q1	–	Sell	-3,422	Closed	-$223K	–	135
2016 Q4	$223K	Sell	3,422 -25,735	-88%	-$1.67M	0.08%	135
2016 Q3	$2.06M	Buy	29,157 +1,457	+5%	+$106K	0.68%	36
2016 Q2	$2.05M	Buy	27,700 +776	+3%	+$53.6K	0.77%	35
2016 Q1	$1.75M	Buy	26,924 +861	+3%	+$58.6K	0.56%	38
2015 Q4	$2.01M	Sell	26,063 -152	-0.6%	-$12.1K	0.79%	36
2015 Q3	$2.16M	Sell	26,215 -421	-2%	-$37.5K	1%	30
2015 Q2	$2.35M	Buy	26,636 +494	+2%	+$45.3K	1%	28
2015 Q1	$2.31M	Buy	26,142 +323	+1%	+$28.6K	1.1%	27
2014 Q4	$2.14M	Buy	+25,819	New	+$2.14M	1.18%	30

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 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 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

LVW Advisors's NVS Position: Q2 2026 in Review

LVW Advisors increased its Novartis (NVS) stake by 19% in Q2 2026, buying an estimated $38.5K and bringing the position to 1,618 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #384.

LVW Advisors first reported a position in NVS in Q4 2014 and has held it in 15 quarters since. The position peaked at $2.35M in Q2 2015. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

LVW Advisors held 1,618 shares of Novartis worth $254K as of Q2 2026.
LVW Advisors bought 257 Novartis shares in Q2 2026, an estimated $38.5K.
Novartis made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #384 holding.
LVW Advisors first reported a position in Novartis in Q4 2014 and has held it in 15 quarters since.
LVW Advisors's Novartis position peaked at $2.35M in Q2 2015.
734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.