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BFSG LLC’s Novartis NVS Stock Holding History

BFSG LLC’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 		$116K Buy
739
+39
+6% +$5.85K 0.01% 354
2026
Q1 		$107K Sell
700
-50
-7% -$7.66K 0.01% 353
2025
Q4 		$103K Buy
750
+55
+8% +$7.2K 0.01% 339
2025
Q3 		$89.1K Buy
695
+9
+1% +$1.1K 0.01% 355
2025
Q2 		$83K Buy
686
+3
+0.4% +$338 0.01% 343
2025
Q1 		$76.1K Buy
683
+13
+2% +$1.38K 0.01% 337
2024
Q4 		$65.2K Sell
670
-330
-33% -$35.2K 0.01% 359
2024
Q3 		$115K Sell
1,000
-12
-1% -$1.36K 0.01% 311
2024
Q2 		$108K Buy
1,012
+10
+1% +$1K 0.01% 295
2024
Q1 		$96.9K Buy
1,002
+40
+4% +$4.1K 0.01% 314
2023
Q4 		$97.1K Buy
+962
New +$92.9K 0.01% 300
2022
Q1 		– Sell
-2,885
Closed -$252K – 224
2021
Q4 		$252K Sell
2,885
-1,055
-27% -$87.6K 0.04% 205
2021
Q3 		$322K Buy
+3,940
New +$354K 0.05% 196
2021
Q2 		– Sell
-4,930
Closed -$421K – 179
2021
Q1 		$421K Sell
4,930
-3,090
-39% -$277K 0.07% 179
2020
Q4 		$757K Buy
8,020
+225
+3% +$19.7K 0.13% 142
2020
Q3 		$678K Buy
7,795
+820
+12% +$71K 0.13% 134
2020
Q2 		$609K Sell
6,975
-330
-5% -$28.5K 0.13% 123
2020
Q1 		$602K Sell
7,305
-150
-2% -$13.4K 0.15% 108
2019
Q4 		$706K Sell
7,455
-100
-1% -$8.97K 0.13% 129
2019
Q3 		$655K Buy
7,555
+660
+10% +$59.3K 0.15% 116
2019
Q2 		$630K Buy
6,895
+692
+11% +$58.6K 0.25% 74
2019
Q1 		$534K Hold
6,203
– – 0.2% 90
2018
Q4 		$477K Sell
6,203
-111
-2% -$8.64K 0.22% 81
2018
Q3 		$487K Sell
6,314
-876
-12% -$64.8K 0.21% 98
2018
Q2 		$487K Buy
7,190
+81
+1% +$5.59K 0.21% 81
2018
Q1 		$515K Sell
7,109
-112
-2% -$8.53K 0.23% 78
2017
Q4 		$543K Buy
7,221
+815
+13% +$61.5K 0.23% 77
2017
Q3 		$493K Buy
6,406
+474
+8% +$35.8K 0.22% 79
2017
Q2 		$444K Sell
5,932
-245
-4% -$17.4K 0.22% 80
2017
Q1 		$411K Buy
+6,177
New +$412K 0.21% 83

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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

BFSG LLC's NVS Position: Q2 2026 in Review

BFSG LLC increased its Novartis (NVS) stake by 5.6% in Q2 2026, buying an estimated $5.85K and bringing the position to 739 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #354.

BFSG LLC first reported a position in NVS in Q1 2017 and has held it in 30 quarters since. The position peaked at $757K in Q4 2020. 325 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • BFSG LLC held 739 shares of Novartis worth $116K as of Q2 2026.
  • BFSG LLC bought 39 Novartis shares in Q2 2026, an estimated $5.85K.
  • Novartis made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #354 holding.
  • BFSG LLC first reported a position in Novartis in Q1 2017 and has held it in 30 quarters since.
  • BFSG LLC's Novartis position peaked at $757K in Q4 2020.
  • 325 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.