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Mitchell Sinkler & Starr’s Novartis NVS Stock Holding History

Mitchell Sinkler & Starr’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 		$500K Sell
3,193
-150
-4% -$22.5K 0.21% 103
2026
Q1 		$511K Sell
3,343
-50
-1% -$7.66K 0.24% 94
2025
Q4 		$468K Buy
3,393
+50
+1% +$6.55K 0.21% 94
2025
Q3 		$429K Hold
3,343
– – 0.19% 106
2025
Q2 		$405K Buy
3,343
+160
+5% +$18K 0.19% 105
2025
Q1 		$355K Sell
3,183
-182
-5% -$19.4K 0.1% 125
2024
Q4 		$327K Hold
3,365
– – 0.09% 128
2024
Q3 		$387K Buy
3,365
+600
+22% +$68.1K 0.1% 120
2024
Q2 		$296K Buy
+2,765
New +$278K 0.08% 125
2024
Q1 		– Sell
-7,728
Closed -$780K – 219
2023
Q4 		$780K Buy
7,728
+3,420
+79% +$330K 0.14% 109
2023
Q3 		$439K Buy
4,308
+910
+27% +$92.4K 0.14% 84
2023
Q2 		$343K Hold
3,398
– – 0.1% 113
2023
Q1 		$313K Buy
3,398
+818
+32% +$71.4K 0.09% 118
2022
Q4 		$234K Buy
+2,580
New +$217K 0.08% 132
2022
Q1 		– Sell
-3,055
Closed -$267K – 121
2021
Q4 		$267K Buy
3,055
+50
+2% +$4.15K 0.08% 109
2021
Q3 		$246K Hold
3,005
– – 0.22% 96
2021
Q2 		$274K Sell
3,005
-435
-13% -$38.7K 0.25% 89
2021
Q1 		$294K Sell
3,440
-165
-5% -$14.8K 0.29% 85
2020
Q4 		$340K Sell
3,605
-1,050
-23% -$91.8K 0.32% 77
2020
Q3 		$405K Sell
4,655
-260
-5% -$22.5K 0.41% 68
2020
Q2 		$429K Hold
4,915
– – 0.49% 62
2020
Q1 		$405K Sell
4,915
-2,000
-29% -$178K 0.53% 61
2019
Q4 		$655K Buy
6,915
+2,260
+49% +$203K 0.7% 49
2019
Q3 		$405K Buy
4,655
+400
+9% +$35.9K 0.52% 60
2019
Q2 		$389K Sell
4,255
-494
-10% -$41.8K 0.44% 68
2019
Q1 		$409K Hold
4,749
– – 0.47% 68
2018
Q4 		$365K Hold
4,749
– – 0.45% 70
2018
Q3 		$367K Sell
4,749
-223
-4% -$16.5K 0.38% 76
2018
Q2 		$337K Sell
4,972
-245
-5% -$16.9K 0.37% 76
2018
Q1 		$378K Buy
5,217
+1,583
+44% +$121K 0.43% 69
2017
Q4 		$273K Hold
3,634
– – 0.4% 71
2017
Q3 		$280K Buy
3,634
+224
+7% +$16.9K 0.44% 69
2017
Q2 		$255K Hold
3,410
– – 0.42% 71
2017
Q1 		$227K Hold
3,410
– – 0.37% 74
2016
Q4 		$223K Buy
+3,410
New +$221K 0.31% 73
2016
Q3 		– Sell
-3,511
Closed -$260K – 75
2016
Q2 		$260K Sell
3,511
-223
-6% -$15.4K 0.35% 72
2016
Q1 		$242K Sell
3,734
-279
-7% -$19K 0.33% 78
2015
Q4 		$309K Hold
4,013
– – 0.42% 70
2015
Q3 		$331K Sell
4,013
-424
-10% -$37.7K 0.43% 71
2015
Q2 		$391K Buy
4,437
+56
+1% +$5.14K 0.46% 63
2015
Q1 		$387K Hold
4,381
– – 0.44% 62
2014
Q4 		$364K Sell
4,381
-447
-9% -$37.1K 0.41% 62
2014
Q3 		$407K Buy
4,828
+435
+10% +$35.2K 0.45% 64
2014
Q2 		$356K Buy
4,393
+63
+1% +$4.96K 0.38% 66
2014
Q1 		$330K Hold
4,330
– – 0.37% 64
2013
Q4 		$312K Buy
4,330
+279
+7% +$19.4K 0.35% 66
2013
Q3 		$278K Sell
4,051
-33,497
-89% -$2.22M 0.32% 68
2013
Q2 		$2.38M Buy
+37,548
New +$2.44M 0.52% 52

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
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

Mitchell Sinkler & Starr's NVS Position: Q2 2026 in Review

Mitchell Sinkler & Starr reduced its Novartis (NVS) stake by 4.5% in Q2 2026, selling an estimated $22.5K and leaving 3,193 shares worth $500K. The position accounts for 0.21% of the portfolio, ranked #103.

Mitchell Sinkler & Starr first reported a position in NVS in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.38M in Q2 2013. 502 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mitchell Sinkler & Starr held 3,193 shares of Novartis worth $500K as of Q2 2026.
  • Mitchell Sinkler & Starr sold 150 Novartis shares in Q2 2026, an estimated $22.5K.
  • Novartis made up 0.21% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #103 holding.
  • Mitchell Sinkler & Starr first reported a position in Novartis in Q2 2013 and has held it in 48 quarters since.
  • Mitchell Sinkler & Starr's Novartis position peaked at $2.38M in Q2 2013.
  • 502 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.