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McIntyre, Freedman & Flynn Investment Advisers’s Novartis NVS Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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 		$3.29M Sell
21,020
-5,775
-22% -$866K 1.98% 15
2026
Q1 		$4.09M Sell
26,795
-100
-0.4% -$15.3K 2.32% 13
2025
Q4 		$3.71M Sell
26,895
-110
-0.4% -$14.4K 2.33% 10
2025
Q3 		$3.46M Sell
27,005
-1,400
-5% -$171K 2.08% 15
2025
Q2 		$3.44M Sell
28,405
-50
-0.2% -$5.64K 2.43% 14
2025
Q1 		$3.17M Buy
28,455
+500
+2% +$53.2K 2.33% 15
2024
Q4 		$2.72M Buy
27,955
+25
+0.1% +$2.67K 2.03% 17
2024
Q3 		$3.21M Sell
27,930
-200
-0.7% -$22.7K 2.29% 14
2024
Q2 		$2.99M Hold
28,130
– – 2.16% 13
2024
Q1 		$2.72M Sell
28,130
-200
-0.7% -$20.5K 1.98% 18
2023
Q4 		$2.86M Buy
28,330
+90
+0.3% +$8.69K 2.29% 12
2023
Q3 		$2.88M Buy
28,240
+100
+0.4% +$10.2K 2.43% 10
2023
Q2 		$2.84M Hold
28,140
– – 2.43% 12
2023
Q1 		$2.59M Sell
28,140
-2,010
-7% -$176K 2.2% 20
2022
Q4 		$2.74M Buy
+30,150
New +$2.54M 2.26% 21

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's NVS Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers reduced its Novartis (NVS) stake by 22% in Q2 2026, selling an estimated $866K and leaving 21,020 shares worth $3.29M. The position accounts for 1.98% of the portfolio, ranked #15.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.09M in Q1 2026. 1,272 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • McIntyre, Freedman & Flynn Investment Advisers held 21,020 shares of Novartis worth $3.29M as of Q2 2026.
  • McIntyre, Freedman & Flynn Investment Advisers sold 5,775 Novartis shares in Q2 2026, an estimated $866K.
  • Novartis made up 1.98% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #15 holding.
  • McIntyre, Freedman & Flynn Investment Advisers first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • McIntyre, Freedman & Flynn Investment Advisers's Novartis position peaked at $4.09M in Q1 2026.
  • 1,272 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.