Smith Salley Wealth Management’s Novartis NVS Stock Holding History

Smith Salley 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	$610K	Hold	3,892	–	–	0.03%	187
2026 Q1	$595K	Buy	3,892 +500	+15%	+$76.6K	0.03%	181
2025 Q4	$468K	Hold	3,392	–	–	0.02%	189
2025 Q3	$435K	Hold	3,392	–	–	0.02%	195
2025 Q2	$410K	Sell	3,392 -25	-0.7%	-$2.82K	0.02%	188
2025 Q1	$381K	Buy	3,417 +25	+0.7%	+$2.66K	0.03%	189
2024 Q4	$330K	Sell	3,392 -44	-1%	-$4.69K	0.02%	203
2024 Q3	$395K	Hold	3,436	–	–	0.03%	191
2024 Q2	$366K	Buy	3,436 +105	+3%	+$10.5K	0.03%	185
2024 Q1	$322K	Buy	3,331 +98	+3%	+$10K	0.03%	193
2023 Q4	$326K	Sell	3,233 -3	-0.1%	-$290	0.02%	205
2023 Q3	$330K	Sell	3,236 -3	-0.1%	-$305	0.02%	192
2023 Q2	$327K	Buy	3,239 +328	+11%	+$32.8K	0.02%	190
2023 Q1	$268K	Sell	2,911 -36	-1%	-$3.14K	0.02%	203
2022 Q4	$267K	Sell	2,947 -29,861	-91%	-$2.52M	0.02%	196
2022 Q3	$2.49M	Buy	32,808 +170	+0.5%	+$14.1K	0.23%	86
2022 Q2	$2.76M	Sell	32,638 -7,131	-18%	-$626K	0.24%	87
2022 Q1	$3.49M	Buy	39,769 +934	+2%	+$80.9K	0.26%	80
2021 Q4	$3.4M	Sell	38,835 -1,046	-3%	-$86.8K	0.24%	84
2021 Q3	$3.26M	Buy	39,881 +1,693	+4%	+$152K	0.26%	79
2021 Q2	$3.48M	Buy	38,188 +572	+2%	+$50.9K	0.28%	76
2021 Q1	$3.21M	Buy	37,616 +831	+2%	+$74.6K	0.29%	76
2020 Q4	$3.47M	Sell	36,785 -261	-0.7%	-$22.8K	0.35%	66
2020 Q3	$3.22M	Buy	37,046 +235	+0.6%	+$20.4K	0.39%	64
2020 Q2	$3.21M	Buy	36,811 +1,938	+6%	+$167K	0.43%	64
2020 Q1	$2.88M	Sell	34,873 -1,247	-3%	-$111K	0.48%	59
2019 Q4	$3.42M	Buy	36,120 +183	+0.5%	+$16.4K	0.45%	64
2019 Q3	$3.12M	Buy	35,937 +2,055	+6%	+$185K	0.44%	66
2019 Q2	$3.09M	Sell	33,882 -5,901	-15%	-$499K	0.47%	65
2019 Q1	$3.43M	Buy	39,783 +928	+2%	+$74.5K	0.55%	60
2018 Q4	$2.99M	Sell	38,855 -1,146	-3%	-$89.2K	0.55%	61
2018 Q3	$3.09M	Sell	40,001 -2,288	-5%	-$169K	0.49%	65
2018 Q2	$2.86M	Buy	42,289 +756	+2%	+$52.2K	0.49%	65
2018 Q1	$3.01M	Buy	41,533 +549	+1%	+$41.8K	0.54%	66
2017 Q4	$3.08M	Buy	40,984 +841	+2%	+$63.5K	0.55%	66
2017 Q3	$3.09M	Sell	40,143 -133	-0.3%	-$10K	0.59%	64
2017 Q2	$3.01M	Buy	40,276 +1,190	+3%	+$84.3K	0.61%	65
2017 Q1	$2.6M	Buy	39,086 +1,730	+5%	+$115K	0.53%	69
2016 Q4	$2.44M	Buy	37,356 +1,717	+5%	+$111K	0.51%	68
2016 Q3	$2.52M	Buy	35,639 +5,266	+17%	+$384K	0.56%	67
2016 Q2	$2.25M	Buy	30,373 +5,477	+22%	+$378K	0.52%	65
2016 Q1	$1.62M	Buy	24,896 +804	+3%	+$54.7K	0.41%	74
2015 Q4	$1.86M	Buy	24,092 +1,511	+7%	+$120K	0.46%	68
2015 Q3	$1.86M	Buy	22,581 +710	+3%	+$63.2K	0.5%	65
2015 Q2	$1.93M	Buy	21,871 +3,235	+17%	+$297K	0.49%	64
2015 Q1	$1.65M	Buy	18,636 +3,501	+23%	+$311K	0.42%	74
2014 Q4	$1.26M	Buy	15,135 +1,682	+13%	+$139K	0.33%	86
2014 Q3	$1.14M	Buy	13,453 +2,584	+24%	+$209K	0.3%	98
2014 Q2	$881K	Buy	10,869 +4,192	+63%	+$330K	0.24%	109
2014 Q1	$509K	Buy	6,677 +1,984	+42%	+$145K	0.32%	68
2013 Q4	$338K	Buy	+4,693	New	+$326K	0.22%	74

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Smith Salley Wealth Management's NVS Position: Q2 2026 in Review

Smith Salley Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 3,892 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #187.

Smith Salley Wealth Management first reported a position in NVS in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.49M in Q1 2022. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Smith Salley Wealth Management held 3,892 shares of Novartis worth $610K as of Q2 2026.
Smith Salley Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #187 holding.
Smith Salley Wealth Management first reported a position in Novartis in Q4 2013 and has held it in 51 quarters since.
Smith Salley Wealth Management's Novartis position peaked at $3.49M in Q1 2022.
509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.