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Pine Valley Investments’s Novartis NVS Stock Holding History

Pine Valley Investments’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 		$1.55M Hold
9,863
– – 0.06% 253
2026
Q1 		$1.51M Hold
9,863
– – 0.07% 246
2025
Q4 		$1.36M Sell
9,863
-250
-2% -$32.7K 0.06% 240
2025
Q3 		$1.3M Hold
10,113
– – 0.06% 246
2025
Q2 		$1.22M Sell
10,113
-4,324
-30% -$487K 0.07% 247
2025
Q1 		$1.61M Sell
14,437
-600
-4% -$63.9K 0.1% 203
2024
Q4 		$1.46M Hold
15,037
– – 0.09% 202
2024
Q3 		$1.73M Sell
15,037
-55
-0.4% -$6.24K 0.1% 189
2024
Q2 		$1.61M Buy
15,092
+2,537
+20% +$255K 0.11% 188
2024
Q1 		$1.21M Sell
12,555
-104
-0.8% -$10.7K 0.08% 213
2023
Q4 		$1.28M Buy
12,659
+1,303
+11% +$126K 0.09% 191
2023
Q3 		$1.16M Buy
11,356
+643
+6% +$65.3K 0.11% 193
2023
Q2 		$1.08M Buy
+10,713
New +$1.07M 0.11% 184

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Pine Valley Investments's NVS Position: Q2 2026 in Review

Pine Valley Investments held its Novartis (NVS) position steady in Q2 2026 at 9,863 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #253.

Pine Valley Investments first reported a position in NVS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q3 2024. 898 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Pine Valley Investments held 9,863 shares of Novartis worth $1.55M as of Q2 2026.
  • Pine Valley Investments left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.06% of Pine Valley Investments's portfolio in Q2 2026, its #253 holding.
  • Pine Valley Investments first reported a position in Novartis in Q2 2023 and has held it in 13 quarters since.
  • Pine Valley Investments's Novartis position peaked at $1.73M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.