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RAFFA WEALTH MANAGEMENT, LLC’s Novartis NVS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$50K Buy
319
+20
+7% +$3K 0.01% 170
2026
Q1 		$45.7K Sell
299
-15
-5% -$2.3K 0.01% 171
2025
Q4 		$43.3K Buy
314
+18
+6% +$2.36K 0.01% 174
2025
Q3 		$38K Buy
296
+24
+9% +$2.93K 0.01% 181
2025
Q2 		$32.9K Hold
272
– – 0.01% 209
2025
Q1 		$30.3K Hold
272
– – 0.01% 180
2024
Q4 		$26.5K Hold
272
– – 0.01% 200
2024
Q3 		$31.3K Sell
272
-40
-13% -$4.54K 0.01% 178
2024
Q2 		$33.2K Buy
312
+40
+15% +$4.01K 0.01% 237
2024
Q1 		$26.3K Hold
272
– – 0.01% 256
2023
Q4 		$27.5K Buy
272
+135
+99% +$13K 0.01% 176
2023
Q3 		$14K Hold
137
– – ﹤0.01% 230
2023
Q2 		$13.8K Hold
137
– – ﹤0.01% 237
2023
Q1 		$12.6K Hold
137
– – ﹤0.01% 258
2022
Q4 		$12.4K Hold
137
– – 0.01% 256
2022
Q3 		$10.4K Sell
137
-44
-24% -$3.65K ﹤0.01% 276
2022
Q2 		$15.3K Buy
181
+15
+9% +$1.32K 0.01% 237
2022
Q1 		$14.6K Sell
166
-83
-33% -$7.19K 0.01% 245
2021
Q4 		$21.8K Buy
249
+53
+27% +$4.4K 0.01% 212
2021
Q3 		$16K Buy
196
+26
+15% +$2.34K 0.01% 213
2021
Q2 		$15.5K Sell
170
-193
-53% -$17.2K 0.01% 218
2021
Q1 		$31.3K Buy
363
+64
+21% +$5.74K 0.01% 162
2020
Q4 		$28.2K Buy
299
+17
+6% +$1.49K 0.01% 161
2020
Q3 		$24.5K Buy
282
+15
+6% +$1.3K 0.01% 164
2020
Q2 		$23.3K Sell
267
-19
-7% -$1.64K 0.01% 162
2020
Q1 		$23.5K Buy
286
+211
+281% +$18.8K 0.01% 147
2019
Q4 		$7.1K Hold
75
– – ﹤0.01% 246
2019
Q3 		$6.52K Buy
+75
New +$6.73K ﹤0.01% 248
2019
Q2 		– Sell
-84
Closed -$7.21K – 1180
2019
Q1 		$7.21K Hold
84
– – ﹤0.01% 202
2018
Q4 		$6.44K Hold
84
– – ﹤0.01% 230
2018
Q3 		$6.46K Hold
84
– – ﹤0.01% 243
2018
Q2 		$5.67K Hold
84
– – ﹤0.01% 239
2018
Q1 		$6.06K Hold
84
– – ﹤0.01% 234
2017
Q4 		$6.3K Hold
84
– – ﹤0.01% 209
2017
Q3 		$6.44K Hold
84
– – ﹤0.01% 221
2017
Q2 		$6.26K Hold
84
– – ﹤0.01% 219
2017
Q1 		$5.57K Sell
84
-59
-41% -$3.93K ﹤0.01% 206
2016
Q4 		$9.32K Hold
143
– – ﹤0.01% 182
2016
Q3 		$10.1K Hold
143
– – 0.01% 176
2016
Q2 		$10.6K Hold
143
– – 0.01% 167
2016
Q1 		$9.27K Hold
143
– – 0.01% 188
2015
Q4 		$11K Buy
143
+15
+12% +$1.19K 0.01% 168
2015
Q3 		$10.6K Hold
128
– – 0.01% 168
2015
Q2 		$11.3K Buy
128
+10
+8% +$917 0.01% 159
2015
Q1 		$10.5K Sell
118
-34
-22% -$3.02K 0.01% 139
2014
Q4 		$12.6K Hold
152
– – 0.01% 128
2014
Q3 		$12.8K Buy
152
+68
+81% +$5.5K 0.01% 129
2014
Q2 		$6.79K Hold
84
– – 0.01% 171
2014
Q1 		$6.38K Sell
84
-68
-45% -$4.96K 0.01% 170
2013
Q4 		$12.6K Buy
+152
New +$10.6K 0.01% 128

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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

RAFFA WEALTH MANAGEMENT, LLC's NVS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Novartis (NVS) stake by 6.7% in Q2 2026, buying an estimated $3K and bringing the position to 319 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #170.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NVS in Q4 2013 and has held it in 50 quarters since. 579 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 319 shares of Novartis worth $50K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 20 Novartis shares in Q2 2026, an estimated $3K.
  • Novartis made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #170 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Novartis in Q4 2013 and has held it in 50 quarters since.
  • 579 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.