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Norris Perne & French’s Novartis NVS Stock Holding History

Norris Perne & French’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 		$394K Buy
2,516
+16
+0.6% +$2.4K 0.02% 106
2026
Q1 		$382K Sell
2,500
-21
-0.8% -$3.22K 0.03% 104
2025
Q4 		$348K Hold
2,521
– – 0.02% 120
2025
Q3 		$323K Sell
2,521
-10
-0.4% -$1.22K 0.02% 123
2025
Q2 		$306K Buy
2,531
+99
+4% +$11.2K 0.02% 121
2025
Q1 		$271K Hold
2,432
– – 0.02% 126
2024
Q4 		$237K Hold
2,432
– – 0.02% 131
2024
Q3 		$280K Hold
2,432
– – 0.02% 122
2024
Q2 		$259K Sell
2,432
-365
-13% -$36.6K 0.02% 123
2024
Q1 		$271K Sell
2,797
-566
-17% -$58K 0.02% 123
2023
Q4 		$340K Sell
3,363
-10
-0.3% -$965 0.03% 106
2023
Q3 		$344K Sell
3,373
-503
-13% -$51.1K 0.03% 102
2023
Q2 		$391K Sell
3,876
-68
-2% -$6.8K 0.03% 99
2023
Q1 		$363K Buy
3,944
+9
+0.2% +$786 0.03% 97
2022
Q4 		$357K Hold
3,935
– – 0.04% 103
2022
Q3 		$299K Hold
3,935
– – 0.03% 107
2022
Q2 		$333K Sell
3,935
-482
-11% -$42.3K 0.03% 104
2022
Q1 		$388K Sell
4,417
-1,537
-26% -$133K 0.03% 107
2021
Q4 		$521K Sell
5,954
-6,694
-53% -$556K 0.04% 92
2021
Q3 		$1.03M Sell
12,648
-130
-1% -$11.7K 0.09% 75
2021
Q2 		$1.17M Sell
12,778
-186,859
-94% -$16.6M 0.1% 75
2021
Q1 		$17.1M Sell
199,637
-3,308
-2% -$297K 1.58% 24
2020
Q4 		$19.2M Buy
202,945
+27,411
+16% +$2.4M 1.81% 19
2020
Q3 		$15.3M Buy
175,534
+3,804
+2% +$330K 1.66% 23
2020
Q2 		$15M Buy
171,730
+5,588
+3% +$482K 1.83% 21
2020
Q1 		$13.7M Buy
166,142
+32,750
+25% +$2.92M 2.05% 15
2019
Q4 		$12.6M Sell
133,392
-608
-0.5% -$54.6K 1.51% 29
2019
Q3 		$11.6M Sell
134,000
-308
-0.2% -$27.7K 1.45% 28
2019
Q2 		$12.3M Sell
134,308
-16,527
-11% -$1.4M 1.55% 24
2019
Q1 		$13M Buy
150,835
+3,498
+2% +$281K 1.71% 21
2018
Q4 		$11.3M Buy
147,337
+2,632
+2% +$205K 1.77% 18
2018
Q3 		$11.2M Buy
144,705
+5,719
+4% +$423K 1.46% 28
2018
Q2 		$9.41M Buy
138,986
+3,025
+2% +$209K 1.37% 32
2018
Q1 		$9.85M Buy
135,961
+411
+0.3% +$31.3K 1.43% 29
2017
Q4 		$10.2M Buy
135,550
+337
+0.2% +$25.4K 1.48% 23
2017
Q3 		$10.4M Buy
135,213
+2,629
+2% +$199K 1.62% 17
2017
Q2 		$9.92M Sell
132,584
-146
-0.1% -$10.3K 1.66% 15
2017
Q1 		$8.83M Buy
132,730
+55,546
+72% +$3.7M 1.65% 12
2016
Q4 		$5.04M Sell
77,184
-6,939
-8% -$450K 0.99% 44
2016
Q3 		$5.95M Buy
84,123
+12,235
+17% +$892K 1.24% 34
2016
Q2 		$5.32M Buy
71,888
+571
+0.8% +$39.4K 1.15% 36
2016
Q1 		$4.63M Buy
71,317
+11,268
+19% +$767K 0.96% 37
2015
Q4 		$4.63M Buy
60,049
+37,492
+166% +$2.98M 0.97% 37
2015
Q3 		$1.86M Sell
22,557
-3,214
-12% -$286K 0.44% 50
2015
Q2 		$2.27M Buy
25,771
+186
+0.7% +$17.1K 0.43% 58
2015
Q1 		$2.26M Buy
25,585
+93
+0.4% +$8.25K 0.42% 59
2014
Q4 		$2.12M Buy
25,492
+3,328
+15% +$276K 0.39% 62
2014
Q3 		$1.87M Buy
22,164
+451
+2% +$36.5K 0.36% 66
2014
Q2 		$1.76M Sell
21,713
-200
-0.9% -$15.7K 0.33% 70
2014
Q1 		$1.67M Buy
21,913
+5,805
+36% +$423K 0.33% 69
2013
Q4 		$1.16M Buy
16,108
+753
+5% +$52.3K 0.22% 80
2013
Q3 		$1.05M Sell
15,355
-140
-0.9% -$9.26K 0.22% 84
2013
Q2 		$981K Buy
+15,495
New +$1.01M 0.21% 87

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Norris Perne & French's NVS Position: Q2 2026 in Review

Norris Perne & French increased its Novartis (NVS) stake by 0.64% in Q2 2026, buying an estimated $2.4K and bringing the position to 2,516 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #106.

Norris Perne & French first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.2M in Q4 2020. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Norris Perne & French held 2,516 shares of Novartis worth $394K as of Q2 2026.
  • Norris Perne & French bought 16 Novartis shares in Q2 2026, an estimated $2.4K.
  • Novartis made up 0.02% of Norris Perne & French's portfolio in Q2 2026, its #106 holding.
  • Norris Perne & French first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • Norris Perne & French's Novartis position peaked at $19.2M in Q4 2020.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.