St. Clair Advisors’s Novartis NVS Stock Holding History

St. Clair Advisors’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	$1.11M	Hold	7,092	–	–	0.29%	46
2026 Q1	$1.08M	Hold	7,092	–	–	0.29%	49
2025 Q4	$978K	Hold	7,092	–	–	0.25%	47
2025 Q3	$909K	Hold	7,092	–	–	0.24%	48
2025 Q2	$858K	Hold	7,092	–	–	0.22%	49
2025 Q1	$791K	Hold	7,092	–	–	0.22%	51
2024 Q4	$690K	Hold	7,092	–	–	0.2%	52
2024 Q3	$816K	Hold	7,092	–	–	0.23%	50
2024 Q2	$755K	Hold	7,092	–	–	0.24%	50
2024 Q1	$686K	Hold	7,092	–	–	0.22%	53
2023 Q4	$716K	Hold	7,092	–	–	0.25%	53
2023 Q3	$722K	Hold	7,092	–	–	0.28%	49
2023 Q2	$716K	Buy	7,092 +901	+15%	+$90.1K	0.28%	47
2023 Q1	$570K	Buy	+6,191	New	+$541K	0.25%	52

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

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

St. Clair Advisors's NVS Position: Q2 2026 in Review

St. Clair Advisors held its Novartis (NVS) position steady in Q2 2026 at 7,092 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #46.

St. Clair Advisors first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

St. Clair Advisors held 7,092 shares of Novartis worth $1.11M as of Q2 2026.
St. Clair Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.29% of St. Clair Advisors's portfolio in Q2 2026, its #46 holding.
St. Clair Advisors first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
406 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.