Lynx Investment Advisory’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$268K Buy
+1,709
New +$256K 0.09% 194
2024
Q3
– Sell
-271
Closed -$28.9K – 562
2024
Q2
$28.9K Buy
+271
New +$27.2K 0.02% 298

Other funds holding NVS

Lynx Investment Advisory's NVS Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in Novartis (NVS) in Q2 2026: 1,709 shares worth $268K. The stake represents 0.09% of the portfolio and ranks #194 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in NVS as recently as Q2 2024.

Lynx Investment Advisory first reported a position in NVS in Q2 2024 and has held it in 2 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Lynx Investment Advisory held 1,709 shares of Novartis worth $268K as of Q2 2026.
  • Novartis was a new Lynx Investment Advisory position in Q2 2026.
  • Novartis made up 0.09% of Lynx Investment Advisory's portfolio in Q2 2026, its #194 holding.
  • Lynx Investment Advisory first reported a position in Novartis in Q2 2024 and has held it in 2 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.