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Brucke Financial’s Novartis NVS Stock Holding History

Brucke Financial’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 		$470K Sell
2,999
-1,545
-34% -$232K 0.21% 88
2026
Q1 		$694K Sell
4,544
-1,327
-23% -$203K 0.35% 53
2025
Q4 		$809K Buy
5,871
+819
+16% +$107K 0.44% 49
2025
Q3 		$625K Sell
5,052
-1,000
-17% -$122K 0.37% 59
2025
Q2 		$732K Hold
6,052
– – 0.51% 44
2025
Q1 		$687K Sell
6,052
-69
-1% -$7.35K 0.6% 41
2024
Q4 		$641K Buy
+6,121
New +$653K 0.55% 44

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

Brucke Financial's NVS Position: Q2 2026 in Review

Brucke Financial reduced its Novartis (NVS) stake by 34% in Q2 2026, selling an estimated $232K and leaving 2,999 shares worth $470K. The position accounts for 0.21% of the portfolio, ranked #88.

Brucke Financial first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $809K in Q4 2025. 614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Brucke Financial held 2,999 shares of Novartis worth $470K as of Q2 2026.
  • Brucke Financial sold 1,545 Novartis shares in Q2 2026, an estimated $232K.
  • Novartis made up 0.21% of Brucke Financial's portfolio in Q2 2026, its #88 holding.
  • Brucke Financial first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Brucke Financial's Novartis position peaked at $809K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.