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Marino Stram & Associates’s Novartis NVS Stock Holding History

Marino Stram & Associates’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 		$692K Hold
4,413
– – 0.11% 104
2026
Q1 		$674K Buy
4,413
+30
+0.7% +$4.6K 0.12% 101
2025
Q4 		$604K Sell
4,383
-18
-0.4% -$2.36K 0.11% 110
2025
Q3 		$564K Sell
4,401
-91
-2% -$11.1K 0.1% 117
2025
Q2 		$544K Sell
4,492
-45
-1% -$5.07K 0.11% 112
2025
Q1 		$506K Sell
4,537
-105
-2% -$11.2K 0.11% 108
2024
Q4 		$452K Buy
4,642
+200
+5% +$21.3K 0.1% 113
2024
Q3 		$511K Buy
4,442
+26
+0.6% +$2.95K 0.11% 108
2024
Q2 		$470K Sell
4,416
-49
-1% -$4.92K 0.11% 108
2024
Q1 		$432K Hold
4,465
– – 0.1% 117
2023
Q4 		$451K Hold
4,465
– – 0.12% 110
2023
Q3 		$455K Sell
4,465
-174
-4% -$17.7K 0.13% 106
2023
Q2 		$468K Buy
4,639
+2
+0% +$200 0.13% 106
2023
Q1 		$427K Buy
4,637
+31
+0.7% +$2.71K 0.13% 107
2022
Q4 		$418K Buy
4,606
+41
+0.9% +$3.45K 0.13% 104
2022
Q3 		$347K Buy
4,565
+60
+1% +$4.97K 0.13% 104
2022
Q2 		$381K Buy
4,505
+246
+6% +$21.6K 0.13% 109
2022
Q1 		$374K Buy
4,259
+142
+3% +$12.3K 0.12% 115
2021
Q4 		$360K Sell
4,117
-497
-11% -$41.3K 0.11% 117
2021
Q3 		$377K Buy
+4,614
New +$415K 0.13% 110
2021
Q2 		– Sell
-4,904
Closed -$419K – 288
2021
Q1 		$419K Buy
4,904
+3
+0.1% +$269 0.16% 92
2020
Q4 		$463K Buy
4,901
+51
+1% +$4.46K 0.21% 69
2020
Q3 		$422K Sell
4,850
-295
-6% -$25.6K 0.23% 68
2020
Q2 		$449K Buy
5,145
+425
+9% +$36.7K 0.27% 61
2020
Q1 		$389K Sell
4,720
-454
-9% -$40.5K 0.3% 58
2019
Q4 		$490K Sell
5,174
-55
-1% -$4.93K 0.32% 52
2019
Q3 		$454K Sell
5,229
-18
-0.3% -$1.62K 0.32% 49
2019
Q2 		$479K Sell
5,247
-902
-15% -$76.3K 0.35% 47
2019
Q1 		$530K Buy
6,149
+15
+0.2% +$1.2K 0.38% 43
2018
Q4 		$472K Buy
6,134
+3
+0% +$234 0.41% 43
2018
Q3 		$473K Sell
6,131
-419
-6% -$31K 0.38% 46
2018
Q2 		$443K Sell
6,550
-18
-0.3% -$1.24K 0.39% 49
2018
Q1 		$476K Buy
6,568
+28
+0.4% +$2.13K 0.44% 48
2017
Q4 		$492K Buy
+6,540
New +$493K 0.45% 46

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

Marino Stram & Associates's NVS Position: Q2 2026 in Review

Marino Stram & Associates held its Novartis (NVS) position steady in Q2 2026 at 4,413 shares worth $692K. The position accounts for 0.11% of the portfolio, ranked #104.

Marino Stram & Associates first reported a position in NVS in Q4 2017 and has held it in 34 quarters since. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Marino Stram & Associates held 4,413 shares of Novartis worth $692K as of Q2 2026.
  • Marino Stram & Associates left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.11% of Marino Stram & Associates's portfolio in Q2 2026, its #104 holding.
  • Marino Stram & Associates first reported a position in Novartis in Q4 2017 and has held it in 34 quarters since.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.