Southland Equity Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$597K Buy
3,807
+122
+3% +$18.3K 0.1% 146
2026
Q1
$563K Buy
3,685
+249
+7% +$38.2K 0.11% 132
2025
Q4
$474K Buy
3,436
+20
+0.6% +$2.62K 0.09% 151
2025
Q3
$438K Buy
3,416
+36
+1% +$4.39K 0.09% 152
2025
Q2
$409K Sell
3,380
-54
-2% -$6.09K 0.09% 145
2025
Q1
$383K Buy
3,434
+54
+2% +$5.75K 0.09% 149
2024
Q4
$329K Buy
3,380
+381
+13% +$40.6K 0.08% 163
2024
Q3
$345K Buy
2,999
+218
+8% +$24.7K 0.08% 157
2024
Q2
$296K Sell
2,781
-217
-7% -$21.8K 0.08% 155
2024
Q1
$290K Buy
2,998
+32
+1% +$3.28K 0.08% 164
2023
Q4
$299K Buy
2,966
+22
+0.7% +$2.12K 0.09% 145
2023
Q3
$300K Buy
2,944
+98
+3% +$9.95K 0.1% 135
2023
Q2
$287K Buy
2,846
+152
+6% +$15.2K 0.1% 143
2023
Q1
$248K Buy
2,694
+56
+2% +$4.89K 0.1% 156
2022
Q4
$239K Buy
+2,638
New +$222K 0.09% 151
2022
Q3
Sell
-2,391
Closed -$202K 167
2022
Q2
$202K Buy
+2,391
New +$210K 0.09% 157
2022
Q1
Sell
-2,338
Closed -$205K 185
2021
Q4
$205K Buy
+2,338
New +$194K 0.08% 167

Other funds holding NVS

Southland Equity Partners's NVS Position: Q2 2026 in Review

Southland Equity Partners increased its Novartis (NVS) stake by 3.3% in Q2 2026, buying an estimated $18.3K and bringing the position to 3,807 shares worth $597K. The position accounts for 0.1% of the portfolio, ranked #146.

Southland Equity Partners first reported a position in NVS in Q4 2021 and has held it in 17 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Southland Equity Partners held 3,807 shares of Novartis worth $597K as of Q2 2026.
  • Southland Equity Partners bought 122 Novartis shares in Q2 2026, an estimated $18.3K.
  • Novartis made up 0.1% of Southland Equity Partners's portfolio in Q2 2026, its #146 holding.
  • Southland Equity Partners first reported a position in Novartis in Q4 2021 and has held it in 17 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.