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Mayflower Financial Advisors’s Novartis NVS Stock Holding History

Mayflower Financial 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 		$1.35M Sell
8,591
-135
-2% -$20.2K 0.12% 154
2026
Q1 		$1.33M Sell
8,726
-1,644
-16% -$252K 0.16% 133
2025
Q4 		$1.43M Buy
10,370
+118
+1% +$15.5K 0.17% 124
2025
Q3 		$1.31M Buy
10,252
+109
+1% +$13.3K 0.17% 130
2025
Q2 		$1.23M Buy
10,143
+22
+0.2% +$2.48K 0.17% 128
2025
Q1 		$1.13M Buy
10,121
+140
+1% +$14.9K 0.17% 129
2024
Q4 		$971K Sell
9,981
-280
-3% -$29.9K 0.15% 142
2024
Q3 		$1.18M Buy
10,261
+52
+0.5% +$5.9K 0.18% 121
2024
Q2 		$1.09M Sell
10,209
-361
-3% -$36.2K 0.18% 117
2024
Q1 		$1.02M Buy
10,570
+175
+2% +$17.9K 0.17% 128
2023
Q4 		$1.05M Sell
10,395
-139
-1% -$13.4K 0.14% 131
2023
Q3 		$1.07M Buy
10,534
+142
+1% +$14.4K 0.16% 115
2023
Q2 		$1.05M Sell
10,392
-87
-0.8% -$8.7K 0.14% 129
2023
Q1 		$964K Buy
10,479
+112
+1% +$9.78K 0.13% 133
2022
Q4 		$941K Buy
10,367
+37
+0.4% +$3.12K 0.13% 130
2022
Q3 		$785K Sell
10,330
-26
-0.3% -$2.15K 0.13% 128
2022
Q2 		$875K Sell
10,356
-101
-1% -$8.86K 0.13% 119
2022
Q1 		$918K Sell
10,457
-61
-0.6% -$5.28K 0.12% 121
2021
Q4 		$920K Buy
10,518
+240
+2% +$19.9K 0.12% 119
2021
Q3 		$855K Sell
10,278
-74
-0.7% -$6.66K 0.12% 124
2021
Q2 		$945K Buy
10,352
+1,726
+20% +$154K 0.13% 108
2021
Q1 		$737K Buy
8,626
+20
+0.2% +$1.79K 0.11% 123
2020
Q4 		$813K Buy
+8,606
New +$752K 0.14% 108

Other funds holding NVS

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
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
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

Mayflower Financial Advisors's NVS Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Novartis (NVS) stake by 1.5% in Q2 2026, selling an estimated $20.2K and leaving 8,591 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #154.

Mayflower Financial Advisors first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q4 2025. 551 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mayflower Financial Advisors held 8,591 shares of Novartis worth $1.35M as of Q2 2026.
  • Mayflower Financial Advisors sold 135 Novartis shares in Q2 2026, an estimated $20.2K.
  • Novartis made up 0.12% of Mayflower Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • Mayflower Financial Advisors first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Novartis position peaked at $1.43M in Q4 2025.
  • 551 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.