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Matthew Goff Investment Advisor’s Novartis NVS Stock Holding History

Matthew Goff Investment Advisor’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 		$13M Sell
82,971
-1,635
-2% -$245K 2.19% 15
2026
Q1 		$12.9M Sell
84,606
-1,249
-1% -$191K 2.15% 15
2025
Q4 		$11.8M Sell
85,855
-2,422
-3% -$317K 2.1% 15
2025
Q3 		$11.3M Sell
88,277
-482
-0.5% -$58.8K 1.93% 16
2025
Q2 		$10.7M Sell
88,759
-602
-0.7% -$67.9K 1.99% 16
2025
Q1 		$9.96M Buy
89,361
+1,827
+2% +$195K 1.84% 18
2024
Q4 		$8.52M Buy
87,534
+58
+0.1% +$6.18K 1.58% 19
2024
Q3 		$10.1M Sell
87,476
-427
-0.5% -$48.5K 1.91% 18
2024
Q2 		$9.36M Buy
87,903
+3,320
+4% +$333K 1.91% 19
2024
Q1 		$8.18M Buy
84,583
+1,631
+2% +$167K 1.66% 21
2023
Q4 		$8.38M Sell
82,952
-570
-0.7% -$55K 1.86% 19
2023
Q3 		$8.51M Sell
83,522
-151
-0.2% -$15.3K 2.05% 18
2023
Q2 		$8.44M Buy
83,673
+1,508
+2% +$151K 1.98% 18
2023
Q1 		$7.56M Sell
82,165
-339
-0.4% -$29.6K 1.88% 18
2022
Q4 		$7.48M Buy
82,504
+616
+0.8% +$51.9K 1.95% 18
2022
Q3 		$6.22M Buy
81,888
+1,774
+2% +$147K 1.78% 19
2022
Q2 		$6.77M Buy
80,114
+9,486
+13% +$832K 1.82% 20
2022
Q1 		$6.2M Buy
70,628
+9,993
+16% +$865K 1.45% 25
2021
Q4 		$5.3M Buy
60,635
+690
+1% +$57.3K 1.22% 28
2021
Q3 		$4.9M Buy
59,945
+2,339
+4% +$210K 1.2% 28
2021
Q2 		$5.26M Buy
57,606
+3,764
+7% +$335K 1.33% 24
2021
Q1 		$4.6M Sell
53,842
-362
-0.7% -$32.5K 1.3% 28
2020
Q4 		$5.12M Buy
54,204
+3,845
+8% +$336K 1.52% 24
2020
Q3 		$4.38M Buy
50,359
+1,453
+3% +$126K 1.4% 26
2020
Q2 		$4.27M Buy
48,906
+814
+2% +$70.3K 1.4% 27
2020
Q1 		$3.96M Buy
48,092
+7,289
+18% +$650K 1.67% 25
2019
Q4 		$3.86M Sell
40,803
-211
-0.5% -$18.9K 1.43% 27
2019
Q3 		$3.56M Buy
41,014
+120
+0.3% +$10.8K 1.47% 26
2019
Q2 		$3.73M Sell
40,894
-5,149
-11% -$436K 1.6% 26
2019
Q1 		$3.97M Buy
46,043
+551
+1% +$44.2K 1.83% 23
2018
Q4 		$3.5M Buy
45,492
+900
+2% +$70.1K 1.78% 23
2018
Q3 		$3.44M Buy
44,592
+1,081
+2% +$79.9K 1.38% 28
2018
Q2 		$2.94M Buy
43,511
+11,019
+34% +$760K 1.15% 32
2018
Q1 		$2.35M Buy
32,492
+1,806
+6% +$137K 0.99% 33
2017
Q4 		$2.31M Buy
30,686
+1,639
+6% +$124K 0.99% 33
2017
Q3 		$2.23M Buy
29,047
+2,814
+11% +$213K 0.96% 33
2017
Q2 		$1.96M Buy
26,233
+2,425
+10% +$172K 1.76% 20
2017
Q1 		$1.58M Buy
+23,808
New +$1.59M 1.51% 20

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Matthew Goff Investment Advisor's NVS Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its Novartis (NVS) stake by 1.9% in Q2 2026, selling an estimated $245K and leaving 82,971 shares worth $13M. The position accounts for 2.19% of the portfolio, ranked #15.

Matthew Goff Investment Advisor first reported a position in NVS in Q1 2017 and has held it in 38 quarters since. 394 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Matthew Goff Investment Advisor held 82,971 shares of Novartis worth $13M as of Q2 2026.
  • Matthew Goff Investment Advisor sold 1,635 Novartis shares in Q2 2026, an estimated $245K.
  • Novartis made up 2.19% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #15 holding.
  • Matthew Goff Investment Advisor first reported a position in Novartis in Q1 2017 and has held it in 38 quarters since.
  • 394 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.