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Carter Financial Group’s Novartis NVS Stock Holding History

Carter Financial Group’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 		$220K Sell
1,406
-1,243
-47% -$186K 0.11% 123
2026
Q1 		$405K Sell
2,649
-237
-8% -$36.3K 0.25% 65
2025
Q4 		$398K Buy
+2,886
New +$378K 0.24% 71

Other funds holding NVS

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Carter Financial Group's NVS Position: Q2 2026 in Review

Carter Financial Group reduced its Novartis (NVS) stake by 47% in Q2 2026, selling an estimated $186K and leaving 1,406 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #123.

Carter Financial Group first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $405K in Q1 2026. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Carter Financial Group held 1,406 shares of Novartis worth $220K as of Q2 2026.
  • Carter Financial Group sold 1,243 Novartis shares in Q2 2026, an estimated $186K.
  • Novartis made up 0.11% of Carter Financial Group's portfolio in Q2 2026, its #123 holding.
  • Carter Financial Group first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Carter Financial Group's Novartis position peaked at $405K in Q1 2026.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.