SFS
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Sowell Financial Services’s Novartis NVS Stock Holding History

Sowell Financial Services’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 		$1.03M Sell
6,566
-787
-11% -$118K 0.03% 456
2026
Q1 		$1.12M Buy
7,353
+137
+2% +$21K 0.04% 409
2025
Q4 		$995K Buy
7,216
+645
+10% +$84.5K 0.04% 438
2025
Q3 		$843K Sell
6,571
-116
-2% -$14.2K 0.03% 475
2025
Q2 		$809K Buy
6,687
+206
+3% +$23.2K 0.03% 471
2025
Q1 		$722K Buy
+6,481
New +$690K 0.03% 488
2024
Q4 		– Sell
-10,386
Closed -$1.2M – 575
2024
Q3 		$1.2M Buy
+10,386
New +$1.18M 0.06% 317
2023
Q2 		– Sell
-2,606
Closed -$240K – 744
2023
Q1 		$240K Buy
+2,606
New +$228K 0.02% 639
2021
Q2 		– Sell
-3,913
Closed -$342K – 1997
2021
Q1 		$342K Sell
3,913
-266
-6% -$23.9K 0.01% 786
2020
Q4 		$395K Buy
4,179
+23
+0.6% +$2.01K 0.02% 598
2020
Q3 		$361K Sell
4,156
-67
-2% -$5.8K 0.02% 557
2020
Q2 		$369K Buy
4,223
+192
+5% +$16.6K 0.02% 541
2020
Q1 		$332K Sell
4,031
-407
-9% -$36.3K 0.02% 514
2019
Q4 		$420K Buy
4,438
+129
+3% +$11.6K 0.03% 500
2019
Q3 		$374K Buy
+4,309
New +$387K 0.03% 478
2019
Q1 		$425K Buy
4,937
+115
+2% +$9.23K 0.05% 370
2018
Q4 		$371K Buy
4,822
+388
+9% +$30.2K 0.05% 336
2018
Q3 		$342K Buy
4,434
+318
+8% +$23.5K 0.05% 253
2018
Q2 		$304K Buy
4,116
+164
+4% +$11.3K 0.06% 223
2018
Q1 		$268K Sell
3,952
-240
-6% -$18.3K 0.07% 227
2017
Q4 		$325K Buy
4,192
+369
+10% +$27.8K 0.08% 201
2017
Q3 		$284K Buy
3,823
+75
+2% +$5.66K 0.07% 205
2017
Q2 		$283K Hold
3,748
– – 0.08% 195
2017
Q1 		$273K Buy
3,748
+2,034
+119% +$136K 0.08% 203
2016
Q4 		$116K Buy
+1,714
New +$111K 0.04% 251

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's NVS Position: Q2 2026 in Review

Sowell Financial Services reduced its Novartis (NVS) stake by 11% in Q2 2026, selling an estimated $118K and leaving 6,566 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #456.

Sowell Financial Services first reported a position in NVS in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.2M in Q3 2024. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Sowell Financial Services held 6,566 shares of Novartis worth $1.03M as of Q2 2026.
  • Sowell Financial Services sold 787 Novartis shares in Q2 2026, an estimated $118K.
  • Novartis made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #456 holding.
  • Sowell Financial Services first reported a position in Novartis in Q4 2016 and has held it in 25 quarters since.
  • Sowell Financial Services's Novartis position peaked at $1.2M in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.