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Visionary Horizons’s Novartis NVS Stock Holding History

Visionary Horizons’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 		$727K Sell
4,636
-44
-0.9% -$6.6K 0.3% 56
2026
Q1 		$715K Buy
4,680
+10
+0.2% +$1.53K 0.35% 51
2025
Q4 		$644K Sell
4,670
-160
-3% -$21K 0.33% 58
2025
Q3 		$619K Sell
4,830
-290
-6% -$35.4K 0.35% 59
2025
Q2 		$620K Sell
5,120
-240
-4% -$27.1K 0.39% 53
2025
Q1 		$598K Sell
5,360
-720
-12% -$76.7K 0.42% 48
2024
Q4 		$592K Sell
6,080
-180
-3% -$19.2K 0.39% 46
2024
Q3 		$720K Sell
6,260
-40
-0.6% -$4.54K 0.48% 32
2024
Q2 		$671K Sell
6,300
-5
-0.1% -$502 0.49% 29
2024
Q1 		$590K Sell
6,305
-265
-4% -$27.2K 0.46% 35
2023
Q4 		$663K Buy
+6,570
New +$634K 0.54% 27

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Visionary Horizons's NVS Position: Q2 2026 in Review

Visionary Horizons reduced its Novartis (NVS) stake by 0.94% in Q2 2026, selling an estimated $6.6K and leaving 4,636 shares worth $727K. The position accounts for 0.3% of the portfolio, ranked #56.

Visionary Horizons first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 733 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Visionary Horizons held 4,636 shares of Novartis worth $727K as of Q2 2026.
  • Visionary Horizons sold 44 Novartis shares in Q2 2026, an estimated $6.6K.
  • Novartis made up 0.3% of Visionary Horizons's portfolio in Q2 2026, its #56 holding.
  • Visionary Horizons first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 733 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.