Woodmont Investment Counsel’s Novartis NVS Stock Holding History

Woodmont Investment Counsel’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	$4.25M	Sell	27,118 -83	-0.3%	-$12.4K	0.23%	77
2026 Q1	$4.15M	Sell	27,201 -642	-2%	-$98.4K	0.26%	68
2025 Q4	$3.84M	Sell	27,843 -366	-1%	-$47.9K	0.24%	74
2025 Q3	$3.62M	Sell	28,209 -6,559	-19%	-$800K	0.24%	74
2025 Q2	$4.21M	Sell	34,768 -344	-1%	-$38.8K	0.28%	66
2025 Q1	$3.91M	Sell	35,112 -1,342	-4%	-$143K	0.28%	67
2024 Q4	$3.55M	Sell	36,454 -1,204	-3%	-$128K	0.26%	70
2024 Q3	$4.33M	Sell	37,658 -728	-2%	-$82.6K	0.33%	61
2024 Q2	$4.09M	Sell	38,386 -1,285	-3%	-$129K	0.33%	62
2024 Q1	$3.84M	Buy	39,671 +939	+2%	+$96.3K	0.32%	59
2023 Q4	$3.91M	Sell	38,732 -1,590	-4%	-$153K	0.37%	57
2023 Q3	$4.11M	Sell	40,322 -2,292	-5%	-$233K	0.43%	55
2023 Q2	$4.3M	Sell	42,614 -354	-0.8%	-$35.4K	0.45%	52
2023 Q1	$3.95M	Sell	42,968 -364	-0.8%	-$31.8K	0.42%	57
2022 Q4	$3.93M	Sell	43,332 -167	-0.4%	-$14.1K	0.45%	62
2022 Q3	$3.31M	Sell	43,499 -2,476	-5%	-$205K	0.41%	66
2022 Q2	$3.89M	Buy	45,975 +1,667	+4%	+$146K	0.48%	57
2022 Q1	$3.89M	Buy	44,308 +10,447	+31%	+$905K	0.45%	62
2021 Q4	$2.96M	Sell	33,861 -340	-1%	-$28.2K	0.38%	65
2021 Q3	$2.8M	Sell	34,201 -872	-2%	-$78.4K	0.41%	61
2021 Q2	$3.2M	Sell	35,073 -257	-0.7%	-$22.9K	0.5%	52
2021 Q1	$3.02M	Sell	35,330 -386	-1%	-$34.6K	0.51%	51
2020 Q4	$3.37M	Buy	35,716 +961	+3%	+$84K	0.63%	45
2020 Q3	$3.02M	Sell	34,755 -153	-0.4%	-$13.3K	0.65%	45
2020 Q2	$3.05M	Buy	34,908 +321	+0.9%	+$27.7K	0.73%	40
2020 Q1	$2.85M	Buy	34,587 +1,893	+6%	+$169K	0.79%	37
2019 Q4	$3.1M	Buy	32,694 +122	+0.4%	+$10.9K	0.7%	41
2019 Q3	$2.83M	Buy	32,572 +916	+3%	+$82.2K	0.69%	41
2019 Q2	$2.89M	Sell	31,656 -2,730	-8%	-$231K	0.72%	41
2019 Q1	$2.96M	Sell	34,386 -847	-2%	-$68K	0.77%	39
2018 Q4	$2.71M	Buy	35,233 +400	+1%	+$31.1K	0.76%	40
2018 Q3	$2.69M	Sell	34,833 -2,397	-6%	-$177K	0.73%	42
2018 Q2	$2.52M	Buy	37,230 +815	+2%	+$56.2K	0.69%	43
2018 Q1	$2.64M	Sell	36,415 -2,755	-7%	-$210K	0.73%	43
2017 Q4	$2.95M	Sell	39,170 -627	-2%	-$47.3K	0.76%	42
2017 Q3	$3.06M	Sell	39,797 -791	-2%	-$59.7K	0.84%	38
2017 Q2	$3.04M	Buy	40,588 +620	+2%	+$43.9K	0.86%	36
2017 Q1	$2.61M	Hold	39,968	–	–	0.76%	41
2016 Q4	$2.61M	Buy	39,968 +4,470	+13%	+$290K	0.75%	41
2016 Q3	$2.51M	Buy	35,498 +5,435	+18%	+$396K	0.72%	41
2016 Q2	$2.22M	Sell	30,063 -692	-2%	-$47.8K	0.66%	51
2016 Q1	$2M	Buy	30,755 +6,970	+29%	+$474K	0.6%	52
2015 Q4	$1.83M	Hold	23,785	–	–	0.54%	56
2015 Q3	$1.96M	Sell	23,785 -3,014	-11%	-$268K	0.6%	53
2015 Q2	$2.36M	Sell	26,799 -825	-3%	-$75.7K	0.68%	48
2015 Q1	$2.44M	Sell	27,624 -12,437	-31%	-$1.1M	0.75%	43
2014 Q4	$3.33M	Sell	40,061 -1,329	-3%	-$110K	1.02%	30
2014 Q3	$3.49M	Sell	41,390 -2,259	-5%	-$183K	1%	28
2014 Q2	$3.54M	Sell	43,649 -1,643	-4%	-$129K	1%	28
2014 Q1	$3.45M	Sell	45,292 -6,771	-13%	-$493K	1%	24
2013 Q4	$3.75M	Sell	52,063 -1,790	-3%	-$124K	1.13%	22
2013 Q3	$3.7M	Sell	53,853 -1,143	-2%	-$75.6K	1.35%	18
2013 Q2	$3.48M	Buy	+54,996	New	+$3.58M	1.16%	21

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Woodmont Investment Counsel's NVS Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its Novartis (NVS) stake by 0.31% in Q2 2026, selling an estimated $12.4K and leaving 27,118 shares worth $4.25M. The position accounts for 0.23% of the portfolio, ranked #77.

Woodmont Investment Counsel first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.33M in Q3 2024. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Woodmont Investment Counsel held 27,118 shares of Novartis worth $4.25M as of Q2 2026.
Woodmont Investment Counsel sold 83 Novartis shares in Q2 2026, an estimated $12.4K.
Novartis made up 0.23% of Woodmont Investment Counsel's portfolio in Q2 2026, its #77 holding.
Woodmont Investment Counsel first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
Woodmont Investment Counsel's Novartis position peaked at $4.33M in Q3 2024.
1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.