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Nilsine Partners’s Novartis NVS Stock Holding History

Nilsine Partners’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 		$754K Buy
4,809
+47
+1% +$7.05K 0.05% 258
2026
Q1 		$687K Sell
4,762
-309
-6% -$47.4K 0.05% 249
2025
Q4 		$699K Buy
5,071
+107
+2% +$14K 0.06% 243
2025
Q3 		$637K Sell
4,964
-30
-0.6% -$3.66K 0.06% 253
2025
Q2 		$604K Sell
4,994
-24
-0.5% -$2.71K 0.06% 243
2025
Q1 		$559K Sell
5,018
-346
-6% -$36.8K 0.06% 226
2024
Q4 		$522K Sell
5,364
-20
-0.4% -$2.13K 0.06% 250
2024
Q3 		$619K Sell
5,384
-405
-7% -$46K 0.08% 212
2024
Q2 		$616K Buy
5,789
+110
+2% +$11K 0.08% 214
2024
Q1 		$549K Sell
5,679
-226
-4% -$23.2K 0.08% 223
2023
Q4 		$596K Sell
5,905
-3,572
-38% -$345K 0.09% 210
2023
Q3 		$965K Buy
9,477
+43
+0.5% +$4.37K 0.15% 165
2023
Q2 		$952K Buy
9,434
+58
+0.6% +$5.8K 0.14% 172
2023
Q1 		$863K Buy
+9,376
New +$819K 0.14% 177

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

Nilsine Partners's NVS Position: Q2 2026 in Review

Nilsine Partners increased its Novartis (NVS) stake by 0.99% in Q2 2026, buying an estimated $7.05K and bringing the position to 4,809 shares worth $754K. The position accounts for 0.05% of the portfolio, ranked #258.

Nilsine Partners first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. The position peaked at $965K in Q3 2023. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Nilsine Partners held 4,809 shares of Novartis worth $754K as of Q2 2026.
  • Nilsine Partners bought 47 Novartis shares in Q2 2026, an estimated $7.05K.
  • Novartis made up 0.05% of Nilsine Partners's portfolio in Q2 2026, its #258 holding.
  • Nilsine Partners first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
  • Nilsine Partners's Novartis position peaked at $965K in Q3 2023.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.