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SJS Investment Consulting’s Novartis NVS Stock Holding History

SJS Investment Consulting’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 		$288K Buy
1,839
+147
+9% +$22K 0.03% 124
2026
Q1 		$258K Sell
1,692
-11
-0.6% -$1.69K 0.03% 126
2025
Q4 		$235K Buy
1,703
+415
+32% +$54.3K 0.03% 127
2025
Q3 		$165K Buy
+1,288
New +$157K 0.02% 145
2025
Q2 		– Sell
-100
Closed -$11.1K – 1626
2025
Q1 		$11.1K Hold
100
– – ﹤0.01% 349
2024
Q4 		$9.73K Hold
100
– – ﹤0.01% 356
2024
Q3 		$11.5K Hold
100
– – ﹤0.01% 355
2024
Q2 		$10.6K Hold
100
– – ﹤0.01% 332
2024
Q1 		$9.67K Hold
100
– – ﹤0.01% 354
2023
Q4 		$10.1K Buy
+100
New +$9.65K ﹤0.01% 296
2022
Q1 		$14K Hold
160
– – ﹤0.01% 350
2021
Q4 		$14K Buy
+160
New +$13.3K ﹤0.01% 327

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

SJS Investment Consulting's NVS Position: Q2 2026 in Review

SJS Investment Consulting increased its Novartis (NVS) stake by 8.7% in Q2 2026, buying an estimated $22K and bringing the position to 1,839 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #124.

SJS Investment Consulting first reported a position in NVS in Q4 2021 and has held it in 12 quarters since. 605 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • SJS Investment Consulting held 1,839 shares of Novartis worth $288K as of Q2 2026.
  • SJS Investment Consulting bought 147 Novartis shares in Q2 2026, an estimated $22K.
  • Novartis made up 0.03% of SJS Investment Consulting's portfolio in Q2 2026, its #124 holding.
  • SJS Investment Consulting first reported a position in Novartis in Q4 2021 and has held it in 12 quarters since.
  • 605 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.