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Welch Group’s Novartis NVS Stock Holding History

Welch 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 		$1.14M Sell
7,262
-2,204
-23% -$330K 0.04% 118
2026
Q1 		$1.45M Sell
9,466
-190
-2% -$29.1K 0.05% 101
2025
Q4 		$1.33M Buy
9,656
+190
+2% +$24.9K 0.05% 101
2025
Q3 		$1.21M Hold
9,466
– – 0.05% 99
2025
Q2 		$1.15M Buy
9,466
+20
+0.2% +$2.25K 0.05% 98
2025
Q1 		$1.06M Sell
9,446
-12
-0.1% -$1.28K 0.05% 95
2024
Q4 		$921K Sell
9,458
-384
-4% -$40.9K 0.04% 104
2024
Q3 		$1.13M Sell
9,842
-384
-4% -$43.6K 0.05% 93
2024
Q2 		$1.09M Hold
10,226
– – 0.05% 92
2024
Q1 		$989K Sell
10,226
-556
-5% -$57K 0.05% 88
2023
Q4 		$1.09M Sell
10,782
-123
-1% -$11.9K 0.06% 84
2023
Q3 		$1.11M Sell
10,905
-888
-8% -$90.1K 0.07% 77
2023
Q2 		$1.19M Hold
11,793
– – 0.07% 74
2023
Q1 		$1.08M Sell
11,793
-1,316
-10% -$115K 0.06% 76
2022
Q4 		$1.19M Sell
13,109
-448
-3% -$37.7K 0.07% 81
2022
Q3 		$1.03M Hold
13,557
– – 0.07% 74
2022
Q2 		$1.15M Sell
13,557
-1,384
-9% -$121K 0.07% 74
2022
Q1 		$1.31M Sell
14,941
-1,664
-10% -$144K 0.07% 76
2021
Q4 		$1.45M Sell
16,605
-8,571
-34% -$712K 0.08% 77
2021
Q3 		$2.06M Sell
25,176
-354,635
-93% -$31.9M 0.14% 66
2021
Q2 		$34.7M Buy
379,811
+16,047
+4% +$1.43M 2.36% 26
2021
Q1 		$31.1M Buy
363,764
+4,124
+1% +$370K 2.24% 29
2020
Q4 		$34M Buy
359,640
+4,726
+1% +$413K 2.72% 17
2020
Q3 		$30.9M Buy
354,914
+9,485
+3% +$822K 2.7% 20
2020
Q2 		$30.2M Buy
345,429
+2,911
+0.8% +$251K 2.82% 17
2020
Q1 		$28.2M Buy
342,518
+15,040
+5% +$1.34M 3.01% 15
2019
Q4 		$31M Buy
327,478
+3,118
+1% +$280K 3.05% 14
2019
Q3 		$28.2M Sell
324,360
-7,608
-2% -$683K 2.9% 20
2019
Q2 		$30.3M Buy
331,968
+3,976
+1% +$337K 3.23% 9
2019
Q1 		$28.3M Sell
327,992
-1,950
-0.6% -$157K 3.11% 13
2018
Q4 		$25.4M Buy
329,942
+3,841
+1% +$299K 3.11% 12
2018
Q3 		$25.2K Buy
326,101
+8,723
+3% +$645K 2.62% 20
2018
Q2 		$21.5M Buy
317,378
+10,938
+4% +$755K 2.68% 25
2018
Q1 		$22.2M Buy
306,440
+78,567
+34% +$5.98M 2.81% 22
2017
Q4 		$17.1M Sell
227,873
-3,011
-1% -$227K 2.66% 23
2017
Q3 		$17.8M Buy
230,884
+843
+0.4% +$63.7K 2.97% 12
2017
Q2 		$17.2M Buy
230,041
+18,489
+9% +$1.31M 2.87% 15
2017
Q1 		$14.1M Buy
211,552
+24,113
+13% +$1.61M 2.65% 27
2016
Q4 		$12.2M Sell
187,439
-1,525
-0.8% -$98.9K 2.39% 28
2016
Q3 		$13.4M Buy
188,964
+12,259
+7% +$893K 2.66% 27
2016
Q2 		$13.1M Sell
176,705
-31,268
-15% -$2.16M 2.66% 27
2016
Q1 		$13.5M Buy
207,973
+19,808
+11% +$1.35M 2.25% 28
2015
Q4 		$14.5M Buy
188,165
+4,119
+2% +$327K 2.6% 23
2015
Q3 		$15.2M Buy
184,046
+4,477
+2% +$398K 2.93% 17
2015
Q2 		$15.8M Sell
179,569
-788
-0.4% -$72.3K 3% 9
2015
Q1 		$15.9K Buy
180,357
+2,396
+1% +$213K 2.93% 10
2014
Q4 		$14.8M Buy
177,961
+3,202
+2% +$265K 2.85% 18
2014
Q3 		$14.7M Buy
174,759
+1,115
+0.6% +$90.2K 3.05% 9
2014
Q2 		$14.1M Buy
173,644
+868
+0.5% +$68.3K 2.92% 11
2014
Q1 		$13.2M Sell
172,776
-2,257
-1% -$164K 2.98% 11
2013
Q4 		$12.6M Buy
175,033
+1,926
+1% +$134K 2.86% 12
2013
Q3 		$11.9M Buy
173,107
+4,229
+3% +$280K 2.92% 13
2013
Q2 		$10.7M Buy
+168,878
New +$11M 2.78% 21

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Welch Group's NVS Position: Q2 2026 in Review

Welch Group reduced its Novartis (NVS) stake by 23% in Q2 2026, selling an estimated $330K and leaving 7,262 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #118.

Welch Group first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.7M in Q2 2021. 651 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Welch Group held 7,262 shares of Novartis worth $1.14M as of Q2 2026.
  • Welch Group sold 2,204 Novartis shares in Q2 2026, an estimated $330K.
  • Novartis made up 0.04% of Welch Group's portfolio in Q2 2026, its #118 holding.
  • Welch Group first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's Novartis position peaked at $34.7M in Q2 2021.
  • 651 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.