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Stablepoint Partners’s Novartis NVS Stock Holding History

Stablepoint Partners’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 		$710K Hold
4,530
– – 0.1% 172
2026
Q1 		$692K Buy
4,530
+39
+0.9% +$5.98K 0.1% 171
2025
Q4 		$619K Sell
4,491
-81
-2% -$10.6K 0.1% 167
2025
Q3 		$586K Sell
4,572
-15
-0.3% -$1.83K 0.09% 168
2025
Q2 		$555K Buy
4,587
+38
+0.8% +$4.28K 0.09% 172
2025
Q1 		$507K Hold
4,549
– – 0.09% 176
2024
Q4 		$443K Buy
4,549
+62
+1% +$6.61K 0.08% 185
2024
Q3 		$516K Hold
4,487
– – 0.09% 171
2024
Q2 		$497K Sell
4,487
-200
-4% -$20.1K 0.1% 174
2024
Q1 		$453K Buy
4,687
+398
+9% +$40.8K 0.09% 180
2023
Q4 		$433K Buy
+4,289
New +$414K 0.11% 169

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Stablepoint Partners's NVS Position: Q2 2026 in Review

Stablepoint Partners held its Novartis (NVS) position steady in Q2 2026 at 4,530 shares worth $710K. The position accounts for 0.1% of the portfolio, ranked #172.

Stablepoint Partners first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Stablepoint Partners held 4,530 shares of Novartis worth $710K as of Q2 2026.
  • Stablepoint Partners left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.1% of Stablepoint Partners's portfolio in Q2 2026, its #172 holding.
  • Stablepoint Partners first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.