VisionPoint Advisory Group’s Novartis NVS Stock Holding History

VisionPoint Advisory Group’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	$236K	Buy	1,509 +124	+9%	+$18.6K	0.04%	417
2026 Q1	$212K	Buy	+1,385	New	+$212K	0.04%	421
2024 Q3	–	Sell	-59	Closed	-$6.28K	–	600
2024 Q2	$6.28K	Hold	59	–	–	﹤0.01%	532
2024 Q1	$5.71K	Hold	59	–	–	﹤0.01%	518
2023 Q4	$5.96K	Buy	+59	New	+$5.7K	﹤0.01%	469
2020 Q2	–	Sell	-2,509	Closed	-$207K	–	128
2020 Q1	$207K	Buy	+2,509	New	+$224K	0.1%	108
2019 Q3	–	Sell	-2,856	Closed	-$261K	–	138
2019 Q2	$261K	Sell	2,856 -42	-1%	-$3.56K	0.08%	108
2019 Q1	$250K	Buy	+2,898	New	+$233K	0.07%	112

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

VisionPoint Advisory Group's NVS Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Novartis (NVS) stake by 9% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,509 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #417.

VisionPoint Advisory Group first reported a position in NVS in Q1 2019 and has held it in 8 quarters since. The position peaked at $261K in Q2 2019. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

VisionPoint Advisory Group held 1,509 shares of Novartis worth $236K as of Q2 2026.
VisionPoint Advisory Group bought 124 Novartis shares in Q2 2026, an estimated $18.6K.
Novartis made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #417 holding.
VisionPoint Advisory Group first reported a position in Novartis in Q1 2019 and has held it in 8 quarters since.
VisionPoint Advisory Group's Novartis position peaked at $261K in Q2 2019.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.