Wambolt & Associates, LLC / NVS
Wambolt & Associates, LLC’s Novartis AG Position
Does Wambolt & Associates, LLC own Novartis AG (NVS)? Yes — 25.6K shares worth $3M (+1.06% of its 13F portfolio) as of Q2 2025, down from 27.0K shares the prior filed quarter.
Position Value
$3M
Q2 2025
Shares
25.6K
% of Portfolio
+1.06%
Quarters Held
27
currently held
Position History NVS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 25.6K | $3M | +1.06% |
| Q1 2025 | 27.0K | $3M | +1.01% |
| Q4 2024 | 26.6K | $3M | +0.83% |
| Q3 2024 | 31.6K | $4M | +0.99% |
| Q2 2024 | 30.2K | $3M | +0.93% |
| Q1 2024 | 28.2K | $3M | +0.81% |
| Q4 2023 | 24.8K | $3M | +0.82% |
| Q3 2023 | 21.3K | $2M | +0.79% |
| Q2 2023 | 19.4K | $2M | +0.70% |
| Q1 2023 | 18.7K | $2M | +0.61% |
| Q4 2022 | 17.9K | $2M | +0.63% |
| Q3 2022 | 17.4K | $1M | +0.56% |
| Q2 2022 | 17.2K | $1M | +0.59% |
| Q1 2022 | 16.3K | $1M | +0.52% |
| Q4 2021 | 15.6K | $1M | +0.49% |
| Q3 2021 | 13.9K | $1M | +0.46% |
| Q2 2021 | 13.0K | $1M | +0.50% |
| Q1 2021 | 13.3K | $1M | +0.60% |
| Q4 2020 | 12.5K | $1M | +0.71% |
| Q3 2020 | 11.9K | $1M | +0.78% |
| Q2 2020 | 11.4K | $998,000 | +0.78% |
| Q1 2020 | 10.6K | $877,000 | +0.91% |
| Q4 2019 | 10.1K | $960,000 | +0.73% |
| Q3 2019 | 9.3K | $811,000 | +0.67% |
| Q2 2019 | 9.5K | $867,000 | +0.73% |
| Q1 2019 | 8.3K | $689,000 | +0.63% |
| Q4 2018 | 7.6K | $656,000 | +0.72% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of NVS.