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Ares Financial Consulting’s Novartis NVS Stock Holding History

Ares Financial Consulting’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 		$71.6K Sell
457
-90
-16% -$13.5K 0.05% 179
2026
Q1 		$84.8K Buy
+547
New +$83.8K 0.07% 153

Other funds holding NVS

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ares Financial Consulting's NVS Position: Q2 2026 in Review

Ares Financial Consulting reduced its Novartis (NVS) stake by 16% in Q2 2026, selling an estimated $13.5K and leaving 457 shares worth $71.6K. The position accounts for 0.05% of the portfolio, ranked #179.

Ares Financial Consulting first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. The position peaked at $84.8K in Q1 2026. 898 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Ares Financial Consulting held 457 shares of Novartis worth $71.6K as of Q2 2026.
  • Ares Financial Consulting sold 90 Novartis shares in Q2 2026, an estimated $13.5K.
  • Novartis made up 0.05% of Ares Financial Consulting's portfolio in Q2 2026, its #179 holding.
  • Ares Financial Consulting first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • Ares Financial Consulting's Novartis position peaked at $84.8K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.