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Sound Income Strategies’s Novartis NVS Stock Holding History

Sound Income Strategies’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 		$475K Buy
3,034
+2,460
+429% +$369K 0.02% 297
2026
Q1 		$89K Buy
574
+45
+9% +$6.9K ﹤0.01% 642
2025
Q4 		$76.4K Buy
529
+383
+262% +$50.2K ﹤0.01% 666
2025
Q3 		$19.1K Sell
146
-33
-18% -$4.03K ﹤0.01% 820
2025
Q2 		$21.7K Buy
179
+117
+189% +$13.2K ﹤0.01% 732
2025
Q1 		$6.92K Sell
62
-2,134
-97% -$227K ﹤0.01% 995
2024
Q4 		$214K Buy
2,196
+2,166
+7,220% +$231K 0.01% 238
2024
Q3 		$3.45K Sell
30
-147
-83% -$16.7K ﹤0.01% 1027
2024
Q2 		$18.9K Hold
177
– – ﹤0.01% 641
2024
Q1 		$17.1K Buy
177
+36
+26% +$3.69K ﹤0.01% 631
2023
Q4 		$14.3K Buy
141
+111
+370% +$10.7K ﹤0.01% 659
2023
Q3 		$3.06K Hold
30
– – ﹤0.01% 840
2023
Q2 		$3.03K Sell
30
-3
-9% -$300 ﹤0.01% 830
2023
Q1 		$3.04K Buy
+33
New +$2.88K ﹤0.01% 775
2022
Q4 		– Sell
-10
Closed -$1K – 1004
2022
Q3 		$1K Buy
+10
New +$829 ﹤0.01% 816
2021
Q2 		– Sell
-146
Closed -$12.5K – 987
2021
Q1 		$12.5K Buy
146
+10
+7% +$897 ﹤0.01% 440
2020
Q4 		$13K Hold
136
– – ﹤0.01% 406
2020
Q3 		$12K Hold
136
– – ﹤0.01% 386
2020
Q2 		$12K Buy
136
+86
+172% +$7.42K ﹤0.01% 360
2020
Q1 		$4K Buy
+50
New +$4.46K ﹤0.01% 496
2019
Q1 		– Sell
-11
Closed -$1K – 747
2018
Q4 		$1K Hold
11
– – ﹤0.01% 611
2018
Q3 		$1K Sell
11
-308
-97% -$22.8K ﹤0.01% 633
2018
Q2 		$22K Buy
+319
New +$22K 0.01% 206

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Sound Income Strategies's NVS Position: Q2 2026 in Review

Sound Income Strategies increased its Novartis (NVS) stake by 429% in Q2 2026, buying an estimated $369K and bringing the position to 3,034 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #297.

Sound Income Strategies first reported a position in NVS in Q2 2018 and has held it in 23 quarters since. 1,204 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Sound Income Strategies held 3,034 shares of Novartis worth $475K as of Q2 2026.
  • Sound Income Strategies bought 2,460 Novartis shares in Q2 2026, an estimated $369K.
  • Novartis made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #297 holding.
  • Sound Income Strategies first reported a position in Novartis in Q2 2018 and has held it in 23 quarters since.
  • 1,204 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.