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West Paces Advisors’s Novartis NVS Stock Holding History

West Paces Advisors’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 		$18.8K Buy
+120
New +$18K ﹤0.01% 348
2025
Q2 		– Sell
-100
Closed -$11.1K – 441
2025
Q1 		$11.1K Hold
100
– – ﹤0.01% 336
2024
Q4 		$9.73K Hold
100
– – ﹤0.01% 353
2024
Q3 		$11.5K Hold
100
– – ﹤0.01% 337
2024
Q2 		$10.6K Hold
100
– – ﹤0.01% 346
2024
Q1 		$9.67K Hold
100
– – ﹤0.01% 363
2023
Q4 		$10.1K Hold
100
– – ﹤0.01% 362
2023
Q3 		$10.2K Hold
100
– – ﹤0.01% 347
2023
Q2 		$10.1K Hold
100
– – ﹤0.01% 366
2023
Q1 		$9.2K Hold
100
– – ﹤0.01% 375
2022
Q4 		$9.07K Hold
100
– – ﹤0.01% 361
2022
Q3 		$7.6K Hold
100
– – ﹤0.01% 365
2022
Q2 		$8.45K Sell
100
-31
-24% -$2.72K ﹤0.01% 378
2022
Q1 		$11.5K Buy
+131
New +$11.3K ﹤0.01% 360
2020
Q3 		– Sell
-82
Closed -$7.16K – 428
2020
Q2 		$7.16K Sell
82
-156
-66% -$13.5K ﹤0.01% 343
2020
Q1 		$19.6K Buy
238
+18
+8% +$1.61K 0.01% 247
2019
Q4 		$20.8K Buy
+220
New +$19.7K 0.01% 271

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
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
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

West Paces Advisors's NVS Position: Q2 2026 in Review

West Paces Advisors opened a new position in Novartis (NVS) in Q2 2026: 120 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in NVS as recently as Q1 2025.

West Paces Advisors first reported a position in NVS in Q4 2019 and has held it in 17 quarters since. The position peaked at $20.8K in Q4 2019. 459 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • West Paces Advisors held 120 shares of Novartis worth $18.8K as of Q2 2026.
  • Novartis was a new West Paces Advisors position in Q2 2026.
  • Novartis made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #348 holding.
  • West Paces Advisors first reported a position in Novartis in Q4 2019 and has held it in 17 quarters since.
  • West Paces Advisors's Novartis position peaked at $20.8K in Q4 2019.
  • 459 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.