Valmark Advisers’s Novartis NVS Stock Holding History

Valmark Advisers’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	$1.26M	Buy	8,050 +73	+0.9%	+$10.9K	0.01%	329
2026 Q1	$1.22M	Sell	7,977 -825	-9%	-$126K	0.01%	322
2025 Q4	$1.21M	Buy	8,802 +77	+0.9%	+$10.1K	0.02%	313
2025 Q3	$1.12M	Sell	8,725 -88	-1%	-$10.7K	0.01%	317
2025 Q2	$1.07M	Buy	8,813 +19	+0.2%	+$2.14K	0.01%	319
2025 Q1	$980K	Sell	8,794 -12	-0.1%	-$1.28K	0.01%	315
2024 Q4	$857K	Buy	8,806 +447	+5%	+$47.7K	0.01%	332
2024 Q3	$961K	Sell	8,359 -67	-0.8%	-$7.6K	0.02%	307
2024 Q2	$897K	Buy	8,426 +134	+2%	+$13.5K	0.02%	301
2024 Q1	$802K	Buy	8,292 +48	+0.6%	+$4.92K	0.01%	307
2023 Q4	$832K	Sell	8,244 -1	-0%	-$97	0.02%	281
2023 Q3	$840K	Buy	8,245 +842	+11%	+$85.5K	0.02%	246
2023 Q2	$747K	Sell	7,403 -202	-3%	-$20.2K	0.02%	269
2023 Q1	$700K	Buy	7,605 +175	+2%	+$15.3K	0.02%	268
2022 Q4	$674K	Sell	7,430 -16	-0.2%	-$1.35K	0.02%	269
2022 Q3	$566K	Buy	7,446 +127	+2%	+$10.5K	0.01%	268
2022 Q2	$619K	Sell	7,319 -108	-1%	-$9.47K	0.01%	262
2022 Q1	$652K	Hold	7,427	–	–	0.01%	266
2021 Q4	$650K	Sell	7,427 -489	-6%	-$40.6K	0.01%	257
2021 Q3	$647K	Sell	7,916 -328	-4%	-$29.5K	0.01%	248
2021 Q2	$752K	Buy	8,244 +158	+2%	+$14.1K	0.01%	228
2021 Q1	$691K	Buy	8,086 +615	+8%	+$55.2K	0.01%	229
2020 Q4	$705K	Buy	7,471 +4,232	+131%	+$370K	0.01%	215
2020 Q3	$282K	Sell	3,239 -840	-21%	-$72.8K	0.01%	244
2020 Q2	$356K	Buy	+4,079	New	+$352K	0.01%	200

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valmark Advisers's NVS Position: Q2 2026 in Review

Valmark Advisers increased its Novartis (NVS) stake by 0.92% in Q2 2026, buying an estimated $10.9K and bringing the position to 8,050 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #329.

Valmark Advisers first reported a position in NVS in Q2 2020 and has held it in 25 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Valmark Advisers held 8,050 shares of Novartis worth $1.26M as of Q2 2026.
Valmark Advisers bought 73 Novartis shares in Q2 2026, an estimated $10.9K.
Novartis made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #329 holding.
Valmark Advisers first reported a position in Novartis in Q2 2020 and has held it in 25 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.