MLL
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Moody Lynn & Lieberson’s Novartis NVS Stock Holding History

Moody Lynn & Lieberson’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 		$4.54M Buy
28,965
+682
+2% +$102K 0.24% 55
2026
Q1 		$4.32M Sell
28,283
-1,037
-4% -$159K 0.24% 55
2025
Q4 		$4.04M Buy
29,320
+10,279
+54% +$1.35M 0.21% 64
2025
Q3 		$2.44M Buy
19,041
+16,752
+732% +$2.04M 0.13% 81
2025
Q2 		$277K Hold
2,289
– – 0.02% 221
2025
Q1 		$255K Hold
2,289
– – 0.02% 218
2024
Q4 		$223K Hold
2,289
– – 0.01% 225
2024
Q3 		$263K Sell
2,289
-200
-8% -$22.7K 0.02% 222
2024
Q2 		$265K Hold
2,489
– – 0.02% 208
2024
Q1 		$241K Hold
2,489
– – 0.02% 220
2023
Q4 		$251K Hold
2,489
– – 0.02% 208
2023
Q3 		$254K Hold
2,489
– – 0.02% 182
2023
Q2 		$251K Sell
2,489
-77
-3% -$7.7K 0.02% 199
2023
Q1 		$236K Sell
2,566
-2,000
-44% -$175K 0.02% 203
2022
Q4 		$414K Buy
4,566
+95
+2% +$8K 0.04% 173
2022
Q3 		$340K Sell
4,471
-283
-6% -$23.5K 0.03% 177
2022
Q2 		$402K Sell
4,754
-796
-14% -$69.8K 0.04% 166
2022
Q1 		$487K Hold
5,550
– – 0.04% 152
2021
Q4 		$485K Hold
5,550
– – 0.03% 170
2021
Q3 		$454K Buy
5,550
+299
+6% +$26.9K 0.03% 164
2021
Q2 		$479K Buy
5,251
+43
+0.8% +$3.83K 0.04% 156
2021
Q1 		$445K Buy
5,208
+675
+15% +$60.6K 0.04% 165
2020
Q4 		$428K Sell
4,533
-130
-3% -$11.4K 0.04% 158
2020
Q3 		$405K Buy
4,663
+285
+7% +$24.7K 0.04% 147
2020
Q2 		$382K Sell
4,378
-129
-3% -$11.1K 0.04% 140
2020
Q1 		$372 Hold
4,507
– – 0.05% 126
2019
Q4 		$427K Buy
4,507
+79
+2% +$7.09K 0.04% 166
2019
Q3 		$385K Buy
4,428
+130
+3% +$11.7K 0.04% 153
2019
Q2 		$392K Sell
4,298
-303
-7% -$25.6K 0.04% 163
2019
Q1 		$396K Buy
4,601
+20
+0.4% +$1.61K 0.05% 158
2018
Q4 		$352K Buy
4,581
+340
+8% +$26.5K 0.05% 160
2018
Q3 		$327K Hold
4,241
– – 0.03% 183
2018
Q2 		$287K Sell
4,241
-1,596
-27% -$110K 0.03% 189
2018
Q1 		$423K Buy
5,837
+224
+4% +$17.1K 0.05% 169
2017
Q4 		$461K Buy
5,613
+161
+3% +$12.1K 0.05% 174
2017
Q3 		$419K Buy
5,452
+95
+2% +$7.17K 0.05% 172
2017
Q2 		$401K Buy
+5,357
New +$380K 0.05% 175
2015
Q3 		– Sell
-109,826
Closed -$9.68M – 188
2015
Q2 		$9.68M Sell
109,826
-2,244
-2% -$206K 1.54% 18
2015
Q1 		$9.9M Buy
+112,070
New +$9.94M 1.58% 18

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

Moody Lynn & Lieberson's NVS Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Novartis (NVS) stake by 2.4% in Q2 2026, buying an estimated $102K and bringing the position to 28,965 shares worth $4.54M. The position accounts for 0.24% of the portfolio, ranked #55.

Moody Lynn & Lieberson first reported a position in NVS in Q1 2015 and has held it in 39 quarters since. The position peaked at $9.9M in Q1 2015. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Moody Lynn & Lieberson held 28,965 shares of Novartis worth $4.54M as of Q2 2026.
  • Moody Lynn & Lieberson bought 682 Novartis shares in Q2 2026, an estimated $102K.
  • Novartis made up 0.24% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #55 holding.
  • Moody Lynn & Lieberson first reported a position in Novartis in Q1 2015 and has held it in 39 quarters since.
  • Moody Lynn & Lieberson's Novartis position peaked at $9.9M in Q1 2015.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.