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West Branch Capital’s Novartis NVS Stock Holding History

West Branch Capital’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 		$15.7K Hold
100
– – ﹤0.01% 206
2026
Q1 		$15.3K Hold
100
– – ﹤0.01% 201
2025
Q4 		$13.8K Hold
100
– – ﹤0.01% 225
2025
Q3 		$12.8K Hold
100
– – ﹤0.01% 246
2025
Q2 		$12.1K Sell
100
-40
-29% -$4.51K ﹤0.01% 249
2025
Q1 		$15.6K Hold
140
– – 0.01% 248
2024
Q4 		$13.6K Sell
140
-60
-30% -$6.4K ﹤0.01% 246
2024
Q3 		$23K Hold
200
– – 0.01% 214
2024
Q2 		$21.3K Hold
200
– – 0.01% 218
2024
Q1 		$19.3K Hold
200
– – 0.01% 229
2023
Q4 		$20.2K Hold
200
– – 0.01% 221
2023
Q3 		$20.4K Hold
200
– – 0.01% 220
2023
Q2 		$20.2K Hold
200
– – 0.01% 230
2023
Q1 		$18.4K Hold
200
– – 0.01% 239
2022
Q4 		$18.1K Hold
200
– – 0.01% 233
2022
Q3 		$15K Hold
200
– – 0.01% 254
2022
Q2 		$17K Hold
200
– – 0.01% 238
2022
Q1 		$18K Buy
200
+50
+33% +$4.33K 0.01% 251
2021
Q4 		$13K Buy
150
+90
+150% +$7.47K 0.01% 303
2021
Q3 		$5K Hold
60
– – ﹤0.01% 361
2021
Q2 		$5K Buy
+60
New +$5.34K ﹤0.01% 378

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
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

West Branch Capital's NVS Position: Q2 2026 in Review

West Branch Capital held its Novartis (NVS) position steady in Q2 2026 at 100 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

West Branch Capital first reported a position in NVS in Q2 2021 and has held it in 21 quarters since. The position peaked at $23K in Q3 2024. 424 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • West Branch Capital held 100 shares of Novartis worth $15.7K as of Q2 2026.
  • West Branch Capital left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #206 holding.
  • West Branch Capital first reported a position in Novartis in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Novartis position peaked at $23K in Q3 2024.
  • 424 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.