NAM
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NorthCrest Asset Manangement’s Novartis NVS Stock Holding History

NorthCrest Asset Manangement’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 		$2.01M Sell
12,983
-324
-2% -$48.6K 0.05% 246
2026
Q1 		$2.05M Sell
13,307
-5,815
-30% -$891K 0.06% 214
2025
Q4 		$2.64M Sell
19,122
-892
-4% -$117K 0.06% 210
2025
Q3 		$2.63M Buy
20,014
+1,734
+9% +$212K 0.06% 198
2025
Q2 		$2.23M Sell
18,280
-275
-1% -$31K 0.06% 206
2025
Q1 		$2.07M Sell
18,555
-1,263
-6% -$134K 0.06% 204
2024
Q4 		$1.93M Sell
19,818
-37,716
-66% -$4.02M 0.06% 206
2024
Q3 		$6.62M Buy
57,534
+381
+0.7% +$43.2K 0.2% 120
2024
Q2 		$6.08M Sell
57,153
-143
-0.2% -$14.4K 0.2% 128
2024
Q1 		$5.54M Buy
57,296
+3,004
+6% +$308K 0.19% 131
2023
Q4 		$5.48M Buy
54,292
+424
+0.8% +$40.9K 0.21% 130
2023
Q3 		$5.49M Sell
53,868
-368
-0.7% -$37.4K 0.22% 126
2023
Q2 		$5.47M Sell
54,236
-97
-0.2% -$9.7K 0.22% 127
2023
Q1 		$5M Buy
54,333
+49,721
+1,078% +$4.34M 0.21% 129
2022
Q4 		$418K Sell
4,612
-14,830
-76% -$1.25M 0.02% 303
2022
Q3 		$1.48M Sell
19,442
-269
-1% -$22.3K 0.08% 167
2022
Q2 		$1.67M Buy
+19,711
New +$1.73M 0.09% 166
2022
Q1 		– Sell
-21,384
Closed -$1.87M – 440
2021
Q4 		$1.87M Buy
+21,384
New +$1.78M 0.1% 156

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

NorthCrest Asset Manangement's NVS Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its Novartis (NVS) stake by 2.4% in Q2 2026, selling an estimated $48.6K and leaving 12,983 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #246.

NorthCrest Asset Manangement first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.62M in Q3 2024. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • NorthCrest Asset Manangement held 12,983 shares of Novartis worth $2.01M as of Q2 2026.
  • NorthCrest Asset Manangement sold 324 Novartis shares in Q2 2026, an estimated $48.6K.
  • Novartis made up 0.05% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #246 holding.
  • NorthCrest Asset Manangement first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
  • NorthCrest Asset Manangement's Novartis position peaked at $6.62M in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.