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J. M. Brown & Associates Inc.’s Novartis NVS Stock Holding History

J. M. Brown & Associates Inc.’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 		$504K Buy
+3,213
New +$482K 0.29% 107

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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

J. M. Brown & Associates Inc.'s NVS Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Novartis (NVS) in Q2 2026: 3,213 shares worth $504K. The stake represents 0.29% of the portfolio and ranks #107 among its holdings.

499 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • J. M. Brown & Associates Inc. held 3,213 shares of Novartis worth $504K as of Q2 2026.
  • Novartis was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Novartis made up 0.29% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #107 holding.
  • 499 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.