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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in NOVARTIS AG-SPONSORED ADR

Steward Partners Investment Advisory, LLC holds 44,418 shares of NVS (NOVARTIS AG-SPONSORED ADR), worth $7M as of 2026-Q2. The position was decreased (-2.2% shares). NVS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$7M

Current Shares

44,418

Total Value Change

+$1.5M

Total Shares Change

-2,767

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
44,418
-2.2%
$7M0.0%$156.72
0
2026-Q1
Decreased
45,438
-16.3%
$6.9M0.0%$164.18
0
2025-Q4
Increased
54,261
+3.4%
$7.5M0.0%$138.72
28
2025-Q3
Increased
52,474
+11.2%
$6.7M0.0%$124.10
30
2025-Q2
Increased
47,199
+8.3%
$5.7M0.0%$120.01
29
2025-Q1
Decreased
43,585
-1.7%
$4.9M0.0%$112.57
0
2024-Q4
Decreased
44,324
-6.1%
$4.3M0.0%$93.84
0
2024-Q3
Increased
47,185
+3.3%
$5.4M0.1%$111.46
28

Other major holders of NVS: DODGE & COX

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