Quad-Cities Investment Group’s Novartis NVS Stock Holding History

Quad-Cities Investment Group’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	$414K	Sell	2,643 -32	-1%	-$4.8K	0.15%	147
2026 Q1	$409K	Sell	2,675 -98	-4%	-$15K	0.16%	132
2025 Q4	$382K	Sell	2,773 -36	-1%	-$4.71K	0.16%	132
2025 Q3	$360K	Hold	2,809	–	–	0.15%	131
2025 Q2	$340K	Sell	2,809 -161	-5%	-$18.1K	0.15%	128
2025 Q1	$331K	Buy	2,970 +265	+10%	+$28.2K	0.16%	122
2024 Q4	$263K	Hold	2,705	–	–	0.13%	141
2024 Q3	$311K	Sell	2,705 -441	-14%	-$50K	0.16%	131
2024 Q2	$335K	Hold	3,146	–	–	0.19%	118
2024 Q1	$304K	Hold	3,146	–	–	0.18%	123
2023 Q4	$337K	Hold	3,146	–	–	0.21%	110
2023 Q3	$320K	Hold	3,146	–	–	0.22%	115
2023 Q2	$317K	Hold	3,146	–	–	0.21%	121
2023 Q1	$289K	Buy	3,146 +58	+2%	+$5.07K	0.2%	122
2022 Q4	$280K	Sell	3,088 -19	-0.6%	-$1.6K	0.21%	123
2022 Q3	$236K	Buy	+3,107	New	+$258K	0.18%	134
2022 Q2	–	Sell	-2,336	Closed	-$205K	–	184
2022 Q1	$205K	Hold	2,336	–	–	0.13%	165
2021 Q4	$204K	Buy	+2,336	New	+$194K	0.13%	174
2019 Q4	–	Sell	-1,662	Closed	-$144K	–	524
2019 Q3	$144K	Sell	1,662 -230	-12%	-$20.7K	0.12%	179
2019 Q2	$173K	Sell	1,892 -150	-7%	-$12.7K	0.15%	147
2019 Q1	$176K	Hold	2,042	–	–	0.16%	139
2018 Q4	$158K	Hold	2,042	–	–	0.16%	134
2018 Q3	$158K	Hold	2,042	–	–	0.14%	161
2018 Q2	$139K	Buy	+2,042	New	+$141K	0.13%	166

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Quad-Cities Investment Group's NVS Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its Novartis (NVS) stake by 1.2% in Q2 2026, selling an estimated $4.8K and leaving 2,643 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #147.

Quad-Cities Investment Group first reported a position in NVS in Q2 2018 and has held it in 24 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Quad-Cities Investment Group held 2,643 shares of Novartis worth $414K as of Q2 2026.
Quad-Cities Investment Group sold 32 Novartis shares in Q2 2026, an estimated $4.8K.
Novartis made up 0.15% of Quad-Cities Investment Group's portfolio in Q2 2026, its #147 holding.
Quad-Cities Investment Group first reported a position in Novartis in Q2 2018 and has held it in 24 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.