MIA
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MeadowBrook Investment Advisors’s Novartis NVS Stock Holding History

MeadowBrook Investment 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 		$110K Hold
700
– – 0.09% 149
2026
Q1 		$106K Hold
700
– – 0.09% 144
2025
Q4 		$96.6K Hold
700
– – 0.08% 160
2025
Q3 		$88K Hold
700
– – 0.08% 164
2025
Q2 		$84.9K Buy
+700
New +$78.9K 0.08% 161

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
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

MeadowBrook Investment Advisors's NVS Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its Novartis (NVS) position steady in Q2 2026 at 700 shares worth $110K. The position accounts for 0.09% of the portfolio, ranked #149.

MeadowBrook Investment Advisors first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • MeadowBrook Investment Advisors held 700 shares of Novartis worth $110K as of Q2 2026.
  • MeadowBrook Investment Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.09% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • MeadowBrook Investment Advisors first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.