Newman Dignan & Sheerar Inc’s Novartis NVS Stock Holding History

Newman Dignan & Sheerar Inc’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	$548K	Hold	3,499	–	–	0.1%	118
2026 Q1	$534K	Hold	3,499	–	–	0.11%	117
2025 Q4	$482K	Hold	3,499	–	–	0.1%	122
2025 Q3	$449K	Sell	3,499 -200	-5%	-$24.4K	0.1%	120
2025 Q2	$448K	Hold	3,699	–	–	0.1%	123
2025 Q1	$412K	Hold	3,699	–	–	0.11%	115
2024 Q4	$360K	Hold	3,699	–	–	0.09%	131
2024 Q3	$428K	Hold	3,699	–	–	0.1%	123
2024 Q2	$394K	Hold	3,699	–	–	0.1%	126
2024 Q1	$358K	Hold	3,699	–	–	0.1%	136
2023 Q4	$373K	Hold	3,699	–	–	0.11%	128
2023 Q3	$377K	Hold	3,699	–	–	0.12%	120
2023 Q2	$373K	Hold	3,699	–	–	0.12%	127
2023 Q1	$340K	Hold	3,699	–	–	0.11%	138
2022 Q4	$336K	Hold	3,699	–	–	0.11%	137
2022 Q3	$281	Hold	3,699	–	–	0.04%	144
2022 Q2	$313K	Hold	3,699	–	–	0.11%	143
2022 Q1	$325	Hold	3,699	–	–	0.06%	139
2021 Q4	$324K	Sell	3,699 -40	-1%	-$3.32K	0.1%	152
2021 Q3	$306K	Hold	3,739	–	–	0.09%	151
2021 Q2	$341K	Hold	3,739	–	–	0.11%	136
2021 Q1	$320K	Hold	3,739	–	–	0.12%	136
2020 Q4	$353K	Sell	3,739 -288	-7%	-$25.2K	56.77%	1
2020 Q3	$350K	Hold	4,027	–	–	0.15%	115
2020 Q2	$339K	Hold	4,027	–	–	0.15%	111
2020 Q1	$345K	Sell	4,027 -189	-4%	-$16.9K	0.18%	104
2019 Q4	$399	Buy	4,216 +189	+5%	+$17K	0.04%	114
2019 Q3	$3.5M	Hold	4,027	–	–	1.65%	16
2019 Q2	$368	Sell	4,027 -467	-10%	-$39.5K	0.01%	117
2019 Q1	$387K	Hold	4,494	–	–	0.16%	105
2018 Q4	$346	Hold	4,494	–	–	0.03%	110
2018 Q3	$3.45M	Hold	4,494	–	–	1.51%	19
2018 Q2	$304	Hold	4,494	–	–	0.02%	125
2018 Q1	$326K	Hold	4,494	–	–	0.16%	123
2017 Q4	$338K	Hold	4,494	–	–	0.17%	124
2017 Q3	$346K	Hold	4,494	–	–	0.18%	118
2017 Q2	$336K	Buy	4,494 +45	+1%	+$3.19K	0.19%	115
2017 Q1	$296	Hold	4,449	–	–	0.13%	121
2016 Q4	$290K	Hold	4,449	–	–	0.18%	115
2016 Q3	$315K	Hold	4,449	–	–	0.2%	109
2016 Q2	$329K	Hold	4,449	–	–	0.21%	112
2016 Q1	$289K	Buy	4,449 +98	+2%	+$6.67K	0.21%	108
2015 Q4	$335K	Hold	4,351	–	–	0.24%	104
2015 Q3	$358K	Hold	4,351	–	–	0.23%	93
2015 Q2	$383K	Buy	4,351 +33	+0.8%	+$3.03K	0.28%	96
2015 Q1	$382K	Hold	4,318	–	–	0.27%	95
2014 Q4	$358	Hold	4,318	–	–	0.21%	99
2014 Q3	$364K	Hold	4,318	–	–	0.27%	99
2014 Q2	$3.5K	Sell	4,318 -2,790	-39%	-$219K	2%	10
2014 Q1	$541K	Hold	7,108	–	–	0.39%	79
2013 Q4	$512	Hold	7,108	–	–	0.03%	83
2013 Q3	$489K	Hold	7,108	–	–	0.38%	84
2013 Q2	$450	Buy	+7,108	New	+$462K	0.03%	76

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Newman Dignan & Sheerar Inc's NVS Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its Novartis (NVS) position steady in Q2 2026 at 3,499 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #118.

Newman Dignan & Sheerar Inc first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.5M in Q3 2019. 410 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Newman Dignan & Sheerar Inc held 3,499 shares of Novartis worth $548K as of Q2 2026.
Newman Dignan & Sheerar Inc left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.1% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #118 holding.
Newman Dignan & Sheerar Inc first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
Newman Dignan & Sheerar Inc's Novartis position peaked at $3.5M in Q3 2019.
410 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.