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Salem Investment Counselors’s Novartis NVS Stock Holding History

Salem Investment Counselors’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 		$11.1M Buy
71,102
+2,374
+3% +$356K 0.28% 55
2026
Q1 		$10.5M Buy
68,728
+63,391
+1,188% +$9.72M 0.31% 54
2025
Q4 		$736K Hold
5,337
– – 0.02% 245
2025
Q3 		$684K Sell
5,337
-25
-0.5% -$3.05K 0.02% 254
2025
Q2 		$649K Sell
5,362
-85
-2% -$9.58K 0.02% 253
2025
Q1 		$628K Sell
5,447
-915
-14% -$97.4K 0.02% 238
2024
Q4 		$619K Hold
6,362
– – 0.02% 247
2024
Q3 		$732K Hold
6,362
– – 0.02% 232
2024
Q2 		$677K Sell
6,362
-70
-1% -$7.03K 0.02% 233
2024
Q1 		$647K Sell
6,432
-10
-0.2% -$1.02K 0.02% 236
2023
Q4 		$650K Buy
6,442
+998
+18% +$96.3K 0.02% 223
2023
Q3 		$555K Buy
5,444
+28
+0.5% +$2.84K 0.02% 230
2023
Q2 		$547K Buy
5,416
+49
+0.9% +$4.9K 0.02% 229
2023
Q1 		$494K Sell
5,367
-50
-0.9% -$4.37K 0.02% 237
2022
Q4 		$491K Buy
5,417
+120
+2% +$10.1K 0.02% 242
2022
Q3 		$403K Sell
5,297
-85
-2% -$7.05K 0.02% 246
2022
Q2 		$455K Buy
5,382
+611
+13% +$53.6K 0.02% 249
2022
Q1 		$419K Sell
4,771
-227
-5% -$19.7K 0.02% 274
2021
Q4 		$437K Buy
4,998
+27
+0.5% +$2.24K 0.02% 285
2021
Q3 		$407K Buy
4,971
+200
+4% +$18K 0.02% 266
2021
Q2 		$435K Sell
4,771
-73
-2% -$6.5K 0.02% 251
2021
Q1 		$414K Buy
4,844
+301
+7% +$27K 0.03% 224
2020
Q4 		$429K Buy
4,543
+79
+2% +$6.9K 0.03% 210
2020
Q3 		$388K Hold
4,464
– – 0.03% 204
2020
Q2 		$390K Buy
4,464
+20
+0.5% +$1.73K 0.03% 191
2020
Q1 		$366K Hold
4,444
– – 0.04% 190
2019
Q4 		$421K Hold
4,444
– – 0.03% 196
2019
Q3 		$386K Hold
4,444
– – 0.04% 199
2019
Q2 		$406K Sell
4,444
-516
-10% -$43.7K 0.04% 201
2019
Q1 		$383K Hold
4,960
– – 0.04% 169
2018
Q4 		$381K Hold
4,960
– – 0.05% 155
2018
Q3 		$383K Hold
4,960
– – 0.04% 169
2018
Q2 		$336K Sell
4,960
-2,008
-29% -$139K 0.03% 172
2018
Q1 		$501K Hold
6,968
– – 0.06% 158
2017
Q4 		$524K Hold
6,968
– – 0.06% 156
2017
Q3 		$538K Hold
6,968
– – 0.06% 152
2017
Q2 		$521K Sell
6,968
-1,945
-22% -$138K 0.06% 162
2017
Q1 		$593K Buy
8,913
+1,831
+26% +$122K 0.06% 172
2016
Q4 		$462K Buy
7,082
+114
+2% +$7.39K 0.05% 180
2016
Q3 		$4.93K Sell
6,968
-782
-10% -$57K 0.06% 159
2016
Q2 		$573K Hold
7,750
– – 0.07% 170
2016
Q1 		$503K Hold
7,750
– – 0.06% 166
2015
Q4 		$597K Hold
7,750
– – 0.08% 164
2015
Q3 		$633K Hold
7,750
– – 0.08% 155
2015
Q2 		$683K Hold
7,750
– – 0.08% 162
2015
Q1 		$685K Hold
7,750
– – 0.08% 165
2014
Q4 		$643K Hold
7,750
– – 0.08% 167
2014
Q3 		$654K Hold
7,750
– – 0.08% 170
2014
Q2 		$629K Sell
7,750
-116
-1% -$9.12K 0.08% 172
2014
Q1 		$599K Hold
7,866
– – 0.07% 177
2013
Q4 		$567K Hold
7,866
– – 0.07% 178
2013
Q3 		$541K Hold
7,866
– – 0.08% 180
2013
Q2 		$498K Buy
+7,866
New +$512K 0.07% 181

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 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Salem Investment Counselors's NVS Position: Q2 2026 in Review

Salem Investment Counselors increased its Novartis (NVS) stake by 3.5% in Q2 2026, buying an estimated $356K and bringing the position to 71,102 shares worth $11.1M. The position accounts for 0.28% of the portfolio, ranked #55.

Salem Investment Counselors first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. 859 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Salem Investment Counselors held 71,102 shares of Novartis worth $11.1M as of Q2 2026.
  • Salem Investment Counselors bought 2,374 Novartis shares in Q2 2026, an estimated $356K.
  • Novartis made up 0.28% of Salem Investment Counselors's portfolio in Q2 2026, its #55 holding.
  • Salem Investment Counselors first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • 859 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.