Valeo Financial Advisors’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 | $1.46M | Buy |
9,310
+1,308
| +16% | +$196K | 0.03% | 236 |
|
|
2026
Q1 | $1.22M | Sell |
8,002
-2,846
| -26% | -$436K | 0.03% | 238 |
|
|
2025
Q4 | $1.5M | Buy |
10,848
+899
| +9% | +$118K | 0.03% | 215 |
|
|
2025
Q3 | $1.28M | Buy |
9,949
+683
| +7% | +$83.3K | 0.03% | 249 |
|
|
2025
Q2 | $1.12M | Buy |
9,266
+746
| +9% | +$84.1K | 0.03% | 273 |
|
|
2025
Q1 | $950K | Buy |
8,520
+1,755
| +26% | +$187K | 0.03% | 274 |
|
|
2024
Q4 | $658K | Buy |
6,765
+64
| +1% | +$6.83K | 0.02% | 348 |
|
|
2024
Q3 | $771K | Hold |
6,701
| – | – | 0.02% | 312 |
|
|
2024
Q2 | $713K | Sell |
6,701
-321
| -5% | -$32.2K | 0.02% | 298 |
|
|
2024
Q1 | $691K | Buy |
7,022
+350
| +5% | +$35.9K | 0.02% | 295 |
|
|
2023
Q4 | $674K | Sell |
6,672
-166
| -2% | -$16K | 0.03% | 282 |
|
|
2023
Q3 | $697K | Sell |
6,838
-525
| -7% | -$53.3K | 0.03% | 262 |
|
|
2023
Q2 | $743K | Buy |
7,363
+602
| +9% | +$60.2K | 0.03% | 245 |
|
|
2023
Q1 | $622K | Buy |
6,761
+1,647
| +32% | +$144K | 0.03% | 289 |
|
|
2022
Q4 | $464K | Buy |
5,114
+1,603
| +46% | +$135K | 0.03% | 296 |
|
|
2022
Q3 | $267K | Buy |
3,511
+575
| +20% | +$47.7K | 0.02% | 380 |
|
|
2022
Q2 | $248K | Sell |
2,936
-287
| -9% | -$25.2K | 0.02% | 396 |
|
|
2022
Q1 | $283K | Sell |
3,223
-4,659
| -59% | -$403K | 0.01% | 463 |
|
|
2021
Q4 | $689K | Buy |
7,882
+166
| +2% | +$13.8K | 0.04% | 240 |
|
|
2021
Q3 | $631K | Buy |
7,716
+616
| +9% | +$55.4K | 0.04% | 251 |
|
|
2021
Q2 | $648K | Sell |
7,100
-434
| -6% | -$38.6K | 0.04% | 223 |
|
|
2021
Q1 | $644K | Buy |
7,534
+324
| +4% | +$29.1K | 0.03% | 232 |
|
|
2020
Q4 | $681K | Buy |
7,210
+10
| +0.1% | +$874 | 0.04% | 203 |
|
|
2020
Q3 | $626K | Sell |
7,200
-937
| -12% | -$81.2K | 0.05% | 164 |
|
|
2020
Q2 | $711K | Buy |
8,137
+5,723
| +237% | +$494K | 0.06% | 155 |
|
|
2020
Q1 | $205K | Buy |
2,414
+18
| +0.8% | +$1.61K | 0.02% | 296 |
|
|
2019
Q4 | $227K | Buy |
2,396
+167
| +7% | +$15K | 0.02% | 295 |
|
|
2019
Q3 | $194K | Sell |
2,229
-33
| -1% | -$2.96K | 0.02% | 304 |
|
|
2019
Q2 | $207K | Buy |
2,262
+219
| +11% | +$18.5K | 0.02% | 283 |
|
|
2019
Q1 | $176K | Sell |
2,043
-1,792
| -47% | -$144K | 0.02% | 300 |
|
|
2018
Q4 | $295K | Buy |
3,835
+256
| +7% | +$19.9K | 0.04% | 213 |
|
|
2018
Q3 | $280K | Sell |
3,579
-190
| -5% | -$14K | 0.04% | 228 |
|
|
2018
Q2 | $278K | Sell |
3,769
-1,030
| -21% | -$71.1K | 0.04% | 239 |
|
|
2018
Q1 | $348K | Sell |
4,799
-2,476
| -34% | -$188K | 0.06% | 192 |
|
|
2017
Q4 | $547K | Buy |
7,275
+955
| +15% | +$72.1K | 0.09% | 141 |
|
|
2017
Q3 | $486K | Buy |
+6,320
| New | +$477K | 0.11% | 125 |
|
Other funds holding NVS
Valeo Financial Advisors's NVS Position: Q2 2026 in Review
Valeo Financial Advisors increased its Novartis (NVS) stake by 16% in Q2 2026, buying an estimated $196K and bringing the position to 9,310 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #236.
Valeo Financial Advisors first reported a position in NVS in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.5M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Valeo Financial Advisors held 9,310 shares of Novartis worth $1.46M as of Q2 2026.
- Valeo Financial Advisors bought 1,308 Novartis shares in Q2 2026, an estimated $196K.
- Novartis made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #236 holding.
- Valeo Financial Advisors first reported a position in Novartis in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Novartis position peaked at $1.5M in Q4 2025.
- 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.