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SeaCrest Wealth Management’s Novartis NVS Stock Holding History

SeaCrest Wealth Management’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 		$213K Buy
+1,357
New +$203K 0.02% 511
2025
Q3 		– Sell
-2,027
Closed -$245K – 662
2025
Q2 		$245K Sell
2,027
-206
-9% -$23.2K 0.03% 509
2025
Q1 		$249K Sell
2,233
-38
-2% -$4.04K 0.03% 551
2024
Q4 		$221K Buy
+2,271
New +$242K 0.02% 594
2024
Q1 		– Sell
-2,139
Closed -$227K – 645
2023
Q4 		$227K Sell
2,139
-653
-23% -$63K 0.03% 541
2023
Q3 		$284K Buy
2,792
+314
+13% +$31.9K 0.04% 475
2023
Q2 		$250K Sell
2,478
-235
-9% -$23.5K 0.03% 516
2023
Q1 		$250K Buy
2,713
+334
+14% +$29.2K 0.03% 519
2022
Q4 		$216K Buy
+2,379
New +$200K 0.03% 538
2022
Q3 		– Sell
-2,212
Closed -$187K – 1197
2022
Q2 		$187K Buy
+2,212
New +$194K 0.02% 630
2021
Q1 		– Sell
-2,174
Closed -$205K – 674
2020
Q4 		$205K Buy
+2,174
New +$190K 0.03% 561
2019
Q2 		– Sell
-1,834
Closed -$158K – 1402
2019
Q1 		$158K Sell
1,834
-174
-9% -$14K 0.03% 541
2018
Q4 		$154K Buy
2,008
+76
+4% +$5.92K 0.03% 505
2018
Q3 		$149K Hold
1,932
– – 0.03% 612
2018
Q2 		$131K Buy
1,932
+287
+17% +$19.8K 0.02% 637
2018
Q1 		$119K Hold
1,645
– – 0.02% 647
2017
Q4 		$124K Buy
+1,645
New +$124K 0.02% 632

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 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

SeaCrest Wealth Management's NVS Position: Q2 2026 in Review

SeaCrest Wealth Management opened a new position in Novartis (NVS) in Q2 2026: 1,357 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #511 among its holdings. This is a return to the name: SeaCrest Wealth Management previously reported a position in NVS as recently as Q2 2025.

SeaCrest Wealth Management first reported a position in NVS in Q4 2017 and has held it in 17 quarters since. The position peaked at $284K in Q3 2023. 366 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • SeaCrest Wealth Management held 1,357 shares of Novartis worth $213K as of Q2 2026.
  • Novartis was a new SeaCrest Wealth Management position in Q2 2026.
  • Novartis made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #511 holding.
  • SeaCrest Wealth Management first reported a position in Novartis in Q4 2017 and has held it in 17 quarters since.
  • SeaCrest Wealth Management's Novartis position peaked at $284K in Q3 2023.
  • 366 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.