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Palisade Asset Management’s Novartis NVS Stock Holding History

Palisade Asset Management’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 		$2.45M Sell
15,639
-770
-5% -$115K 0.23% 76
2026
Q1 		$2.51M Hold
16,409
– – 0.25% 76
2025
Q4 		$2.26M Sell
16,409
-50
-0.3% -$6.55K 0.22% 82
2025
Q3 		$2.11M Buy
16,459
+10
+0.1% +$1.22K 0.2% 86
2025
Q2 		$1.99M Sell
16,449
-175
-1% -$19.7K 0.2% 88
2025
Q1 		$1.85M Hold
16,624
– – 0.19% 88
2024
Q4 		$1.62M Hold
16,624
– – 0.16% 96
2024
Q3 		$1.91M Hold
16,624
– – 0.19% 91
2024
Q2 		$1.77M Sell
16,624
-4,400
-21% -$442K 0.18% 96
2024
Q1 		$2.03M Sell
21,024
-1,859
-8% -$191K 0.2% 88
2023
Q4 		$2.31M Buy
22,883
+951
+4% +$91.8K 0.25% 80
2023
Q3 		$2.23M Sell
21,932
-150
-0.7% -$15.2K 0.27% 80
2023
Q2 		$2.23M Hold
22,082
– – 0.26% 80
2023
Q1 		$2.03M Sell
22,082
-12
-0.1% -$1.05K 0.25% 84
2022
Q4 		$2M Sell
22,094
-5
-0% -$421 0.23% 87
2022
Q3 		$1.68M Hold
22,099
– – 0.23% 81
2022
Q2 		$1.87M Hold
22,099
– – 0.24% 79
2022
Q1 		$1.94M Buy
22,099
+800
+4% +$69.3K 0.22% 86
2021
Q4 		$1.86M Sell
21,299
-894
-4% -$74.2K 0.21% 88
2021
Q3 		$1.81M Hold
22,193
– – 0.22% 83
2021
Q2 		$2.02M Hold
22,193
– – 0.24% 79
2021
Q1 		$1.9M Buy
22,193
+46
+0.2% +$4.13K 0.24% 80
2020
Q4 		$2.09M Buy
22,147
+203
+0.9% +$17.7K 0.28% 76
2020
Q3 		$1.91M Sell
21,944
-636
-3% -$55.1K 0.29% 77
2020
Q2 		$1.97M Sell
22,580
-50
-0.2% -$4.32K 0.31% 73
2020
Q1 		$1.87M Sell
22,630
-250
-1% -$22.3K 0.34% 70
2019
Q4 		$2.17M Buy
22,880
+713
+3% +$64K 0.32% 74
2019
Q3 		$1.93M Buy
22,167
+50
+0.2% +$4.49K 0.29% 75
2019
Q2 		$2.02M Sell
22,117
-2,566
-10% -$217K 0.31% 72
2019
Q1 		$2.13M Hold
24,683
– – 0.34% 72
2018
Q4 		$1.9M Hold
24,683
– – 0.28% 71
2018
Q3 		$1.91M Buy
24,683
+657
+3% +$48.6K 0.25% 74
2018
Q2 		$1.63M Hold
24,026
– – 0.24% 76
2018
Q1 		$1.74M Buy
24,026
+424
+2% +$32.3K 0.26% 73
2017
Q4 		$1.78M Hold
23,602
– – 0.28% 73
2017
Q3 		$1.82M Buy
23,602
+1,158
+5% +$87.5K 0.33% 66
2017
Q2 		$1.68M Buy
22,444
+7,477
+50% +$530K 0.33% 66
2017
Q1 		$996K Sell
14,967
-334
-2% -$22.3K 0.18% 78
2016
Q4 		$999K Hold
15,301
– – 0.19% 80
2016
Q3 		$1.08M Buy
15,301
+3,348
+28% +$244K 0.2% 79
2016
Q2 		$884K Hold
11,953
– – 0.17% 84
2016
Q1 		$776K Hold
11,953
– – 0.15% 86
2015
Q4 		$922K Sell
11,953
-25
-0.2% -$1.99K 0.2% 80
2015
Q3 		$987K Sell
11,978
-17
-0.1% -$1.51K 0.22% 79
2015
Q2 		$1.06M Sell
11,995
-56
-0.5% -$5.14K 0.21% 79
2015
Q1 		$1.06M Hold
12,051
– – 0.21% 81
2014
Q4 		$1M Sell
12,051
-46
-0.4% -$3.81K 0.2% 79
2014
Q3 		$1.02M Sell
12,097
-6
-0% -$485 0.21% 77
2014
Q2 		$982K Hold
12,103
– – 0.21% 75
2014
Q1 		$922K Sell
12,103
-223
-2% -$16.3K 0.2% 79
2013
Q4 		$888K Hold
12,326
– – 0.2% 78
2013
Q3 		$847K Hold
12,326
– – 0.22% 79
2013
Q2 		$781K Buy
+12,326
New +$802K 0.2% 80

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
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

Palisade Asset Management's NVS Position: Q2 2026 in Review

Palisade Asset Management reduced its Novartis (NVS) stake by 4.7% in Q2 2026, selling an estimated $115K and leaving 15,639 shares worth $2.45M. The position accounts for 0.23% of the portfolio, ranked #76.

Palisade Asset Management first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.51M in Q1 2026. 459 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Palisade Asset Management held 15,639 shares of Novartis worth $2.45M as of Q2 2026.
  • Palisade Asset Management sold 770 Novartis shares in Q2 2026, an estimated $115K.
  • Novartis made up 0.23% of Palisade Asset Management's portfolio in Q2 2026, its #76 holding.
  • Palisade Asset Management first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • Palisade Asset Management's Novartis position peaked at $2.51M in Q1 2026.
  • 459 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.