VPI
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Value Partners Investments’s Novartis NVS Stock Holding History

Value Partners Investments’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 		$1.95M Buy
12,450
+329
+3% +$49.3K 0.14% 71
2026
Q1 		$1.85M Buy
12,121
+1,111
+10% +$170K 0.14% 70
2025
Q4 		$1.52M Buy
11,010
+1,751
+19% +$229K 0.12% 69
2025
Q3 		$1.19M Buy
9,259
+868
+10% +$106K 0.1% 72
2025
Q2 		$1.01M Buy
8,391
+1,297
+18% +$146K 0.08% 77
2025
Q1 		$791K Sell
7,094
-2,292
-24% -$244K 0.07% 77
2024
Q4 		$1.11M Buy
9,386
+66
+0.7% +$7.04K 0.26% 64
2024
Q3 		$1.26M Buy
9,320
+4,780
+105% +$542K 0.04% 73
2024
Q2 		$483K Buy
4,540
+725
+19% +$72.8K 0.04% 71
2024
Q1 		$369K Buy
3,815
+234
+7% +$24K 0.03% 69
2023
Q4 		$362K Sell
3,581
-86
-2% -$8.3K 0.03% 68
2023
Q3 		$375K Buy
3,667
+106
+3% +$10.8K 0.03% 63
2023
Q2 		$360K Buy
3,561
+475
+15% +$47.5K 0.03% 63
2023
Q1 		$284K Buy
3,086
+61
+2% +$5.33K 0.02% 62
2022
Q4 		$274K Sell
3,025
-370
-11% -$31.2K 0.02% 62
2022
Q3 		$258K Buy
3,395
+361
+12% +$29.9K 0.03% 62
2022
Q2 		$256K Buy
+3,034
New +$266K 0.02% 62

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Value Partners Investments's NVS Position: Q2 2026 in Review

Value Partners Investments increased its Novartis (NVS) stake by 2.7% in Q2 2026, buying an estimated $49.3K and bringing the position to 12,450 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #71.

Value Partners Investments first reported a position in NVS in Q2 2022 and has held it in 17 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Value Partners Investments held 12,450 shares of Novartis worth $1.95M as of Q2 2026.
  • Value Partners Investments bought 329 Novartis shares in Q2 2026, an estimated $49.3K.
  • Novartis made up 0.14% of Value Partners Investments's portfolio in Q2 2026, its #71 holding.
  • Value Partners Investments first reported a position in Novartis in Q2 2022 and has held it in 17 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Value Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.