Pin Oak Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $196K | Buy |
1,253
+791
| +171% | +$119K | 0.14% | 114 |
|
|
2026
Q1 | $71K | Hold |
462
| – | – | 0.05% | 178 |
|
|
2025
Q4 | $72K | Hold |
462
| – | – | 0.05% | 177 |
|
|
2025
Q3 | $59.2K | Buy |
462
+93
| +25% | +$11.3K | 0.04% | 193 |
|
|
2025
Q2 | $41K | Hold |
369
| – | – | 0.03% | 213 |
|
|
2025
Q1 | $42K | Hold |
369
| – | – | 0.03% | 203 |
|
|
2024
Q4 | $42K | Hold |
369
| – | – | 0.04% | 203 |
|
|
2024
Q3 | $42K | Sell |
369
-80
| -18% | -$9.08K | 0.04% | 203 |
|
|
2024
Q2 | $48K | Buy |
449
+139
| +45% | +$14K | 0.05% | 175 |
|
|
2024
Q1 | $30K | Hold |
310
| – | – | 0.03% | 225 |
|
|
2023
Q4 | $31K | Hold |
310
| – | – | 0.03% | 215 |
|
|
2023
Q3 | $32K | Buy |
+310
| New | +$31.5K | 0.04% | 202 |
|
|
2023
Q2 | – | Sell |
-310
| Closed | -$29K | – | 476 |
|
|
2023
Q1 | $29K | Hold |
310
| – | – | 0.04% | 201 |
|
|
2022
Q4 | $28K | Buy |
310
+80
| +35% | +$6.74K | 0.03% | 189 |
|
|
2022
Q3 | $17K | Hold |
230
| – | – | 0.02% | 233 |
|
|
2022
Q2 | $19K | Hold |
230
| – | – | 0.02% | 244 |
|
|
2022
Q1 | $20K | Hold |
230
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $20K | Sell |
230
-172
| -43% | -$14.3K | 0.02% | 259 |
|
|
2021
Q3 | $33K | Sell |
402
-35
| -8% | -$3.15K | 0.04% | 202 |
|
|
2021
Q2 | $40K | Hold |
437
| – | – | 0.04% | 172 |
|
|
2021
Q1 | $37K | Hold |
437
| – | – | 0.03% | 192 |
|
|
2020
Q4 | $41K | Hold |
437
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $38K | Hold |
437
| – | – | 0.04% | 182 |
|
|
2020
Q2 | $38K | Hold |
437
| – | – | 0.04% | 180 |
|
|
2020
Q1 | $36K | Sell |
437
-310
| -41% | -$27.7K | 0.04% | 181 |
|
|
2019
Q4 | $71K | Hold |
747
| – | – | 0.06% | 162 |
|
|
2019
Q3 | $65K | Hold |
747
| – | – | 0.05% | 173 |
|
|
2019
Q2 | $68K | Buy |
747
+516
| +223% | +$43.7K | 0.05% | 176 |
|
|
2019
Q1 | $20K | Buy |
231
+42
| +22% | +$3.37K | 0.02% | 254 |
|
|
2018
Q4 | $15K | Buy |
+189
| New | +$14.7K | 0.01% | 279 |
|
|
2018
Q1 | – | Sell |
-115
| Closed | -$9K | – | 433 |
|
|
2017
Q4 | $9K | Buy |
+115
| New | +$8.68K | 0.01% | 341 |
|
Other funds holding NVS
Pin Oak Investment Advisors's NVS Position: Q2 2026 in Review
Pin Oak Investment Advisors increased its Novartis (NVS) stake by 171% in Q2 2026, buying an estimated $119K and bringing the position to 1,253 shares worth $196K. The position accounts for 0.14% of the portfolio, ranked #114.
Pin Oak Investment Advisors first reported a position in NVS in Q4 2017 and has held it in 31 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Pin Oak Investment Advisors held 1,253 shares of Novartis worth $196K as of Q2 2026.
- Pin Oak Investment Advisors bought 791 Novartis shares in Q2 2026, an estimated $119K.
- Novartis made up 0.14% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #114 holding.
- Pin Oak Investment Advisors first reported a position in Novartis in Q4 2017 and has held it in 31 quarters since.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.