Professional Advisory Services’s Novartis NVS Stock Holding History

Professional Advisory Services’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	$227K	Hold	1,450	–	–	0.03%	87
2026 Q1	$221K	Hold	1,450	–	–	0.03%	78
2025 Q4	$200K	Buy	+1,450	New	+$190K	0.03%	79
2023 Q3	–	Sell	-2,630	Closed	-$265K	–	70
2023 Q2	$265K	Hold	2,630	–	–	0.04%	63
2023 Q1	$242K	Sell	2,630 -150	-5%	-$13.1K	0.04%	69
2022 Q4	$252K	Buy	+2,780	New	+$234K	0.04%	66
2022 Q2	–	Sell	-2,627	Closed	-$231K	–	76
2022 Q1	$231K	Sell	2,627 -276,159	-99%	-$23.9M	0.03%	73
2021 Q4	$24.4M	Buy	278,786 +11,007	+4%	+$914K	3.32%	12
2021 Q3	$21.9M	Buy	267,779 +19,077	+8%	+$1.72M	3.22%	16
2021 Q2	$22.7M	Buy	248,702 +2,846	+1%	+$253K	3.29%	12
2021 Q1	$21M	Buy	245,856 +17,885	+8%	+$1.6M	3.22%	16
2020 Q4	$21.5M	Buy	227,971 +3,884	+2%	+$339K	3.46%	9
2020 Q3	$19.5M	Buy	224,087 +19,982	+10%	+$1.73M	3.48%	11
2020 Q2	$17.8M	Buy	204,105 +3,520	+2%	+$304K	3.43%	12
2020 Q1	$16.5M	Sell	200,585 -2,369	-1%	-$211K	3.84%	10
2019 Q4	$19.2M	Buy	202,954 +4,780	+2%	+$429K	3.42%	11
2019 Q3	$17.2M	Sell	198,174 -1,050	-0.5%	-$94.3K	3.27%	14
2019 Q2	$18.2M	Sell	199,224 -41,074	-17%	-$3.48M	3.53%	10
2019 Q1	$20.7M	Sell	240,298 -1,620	-0.7%	-$130K	4.16%	2
2018 Q4	$18.6M	Sell	241,918 -20,777	-8%	-$1.62M	4.14%	2
2018 Q3	$20.3M	Sell	262,695 -6,577	-2%	-$486K	4%	2
2018 Q2	$18.2M	Buy	269,272 +25,042	+10%	+$1.73M	3.76%	7
2018 Q1	$17.7M	Sell	244,230 -1,019	-0.4%	-$77.6K	3.83%	6
2017 Q4	$18.5M	Sell	245,249 -1	-0%	-$75	3.89%	7
2017 Q3	$18.9M	Sell	245,250 -4,442	-2%	-$335K	4.02%	3
2017 Q2	$18.7M	Sell	249,692 -12,955	-5%	-$918K	4.05%	2
2017 Q1	$17.5M	Sell	262,647 -3,566	-1%	-$238K	3.87%	5
2016 Q4	$17.4M	Buy	266,213 +33,175	+14%	+$2.15M	4.04%	5
2016 Q3	$16.5M	Sell	233,038 -54	-0%	-$3.94K	3.76%	7
2016 Q2	$17.2M	Buy	233,092 +2,339	+1%	+$162K	3.94%	4
2016 Q1	$15M	Buy	230,753 +26,590	+13%	+$1.81M	3.54%	10
2015 Q4	$15.7M	Buy	204,163 +67,562	+49%	+$5.37M	3.76%	11
2015 Q3	$11.3M	Sell	136,601 -50,775	-27%	-$4.52M	2.82%	17
2015 Q2	$16.5M	Sell	187,376 -1,198	-0.6%	-$110K	3.96%	7
2015 Q1	$16.7M	Buy	188,574 +37,801	+25%	+$3.35M	4%	6
2014 Q4	$12.5M	Sell	150,773 -232	-0.2%	-$19.2K	2.92%	18
2014 Q3	$12.7M	Sell	151,005 -633	-0.4%	-$51.2K	3.08%	14
2014 Q2	$12.3M	Sell	151,638 -62,801	-29%	-$4.94M	2.99%	15
2014 Q1	$16.3M	Sell	214,439 -8,794	-4%	-$641K	4.08%	5
2013 Q4	$16.1M	Sell	223,233 -1,483	-0.7%	-$103K	4.18%	6
2013 Q3	$15.4M	Buy	224,716 +1,241	+0.6%	+$82.1K	4.36%	3
2013 Q2	$14.2M	Buy	+223,475	New	+$14.5M	4.23%	6

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

Professional Advisory Services's NVS Position: Q2 2026 in Review

Professional Advisory Services held its Novartis (NVS) position steady in Q2 2026 at 1,450 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #87.

Professional Advisory Services first reported a position in NVS in Q2 2013 and has held it in 42 quarters since. The position peaked at $24.4M in Q4 2021. 325 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Professional Advisory Services held 1,450 shares of Novartis worth $227K as of Q2 2026.
Professional Advisory Services left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.03% of Professional Advisory Services's portfolio in Q2 2026, its #87 holding.
Professional Advisory Services first reported a position in Novartis in Q2 2013 and has held it in 42 quarters since.
Professional Advisory Services's Novartis position peaked at $24.4M in Q4 2021.
325 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.