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Centaurus Financial’s Novartis NVS Stock Holding History

Centaurus 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 		$901K Buy
5,748
+154
+3% +$23.1K 0.03% 427
2026
Q1 		$854K Sell
5,594
-727
-12% -$111K 0.04% 381
2025
Q4 		$872K Sell
6,321
-901
-12% -$118K 0.04% 378
2025
Q3 		$926K Buy
7,222
+1,237
+21% +$151K 0.04% 359
2025
Q2 		$724K Buy
5,985
+11
+0.2% +$1.24K 0.04% 365
2025
Q1 		$666K Sell
5,974
-291
-5% -$31K 0.04% 378
2024
Q4 		$610K Buy
6,265
+537
+9% +$57.3K 0.04% 382
2024
Q3 		$659K Buy
5,728
+98
+2% +$11.1K 0.04% 353
2024
Q2 		$599K Buy
5,630
+995
+21% +$99.9K 0.04% 347
2024
Q1 		$448K Buy
4,635
+884
+24% +$90.6K 0.03% 413
2023
Q4 		$379K Sell
3,751
-75
-2% -$7.24K 0.03% 420
2023
Q3 		$390K Buy
3,826
+319
+9% +$32.4K 0.03% 405
2023
Q2 		$354K Sell
3,507
-974
-22% -$97.4K 0.03% 428
2023
Q1 		$412K Buy
4,481
+1,355
+43% +$118K 0.03% 458
2022
Q4 		$284K Sell
3,126
-878
-22% -$74K 0.03% 504
2022
Q3 		$304K Buy
4,004
+1,349
+51% +$112K 0.03% 480
2022
Q2 		$224K Buy
+2,655
New +$233K 0.02% 578
2020
Q3 		– Sell
-9,769
Closed -$853K – 685
2020
Q2 		$853K Sell
9,769
-2
-0% -$173 0.13% 190
2020
Q1 		$806K Sell
9,771
-2,823
-22% -$252K 0.16% 157
2019
Q4 		$1.19M Buy
12,594
+5,496
+77% +$493K 0.17% 138
2019
Q3 		$617K Buy
7,098
+5,514
+348% +$495K 0.1% 242
2019
Q2 		$145K Buy
1,584
+2
+0.1% +$169 0.02% 497
2019
Q1 		$136K Sell
1,582
-650
-29% -$52.2K 0.02% 477
2018
Q4 		$134K Buy
2,232
+1,116
+100% +$86.9K 0.03% 406
2018
Q3 		$108K Sell
1,116
-2,382
-68% -$176K 0.02% 507
2018
Q2 		$237K Buy
+3,498
New +$241K 0.03% 481

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Centaurus Financial's NVS Position: Q2 2026 in Review

Centaurus Financial increased its Novartis (NVS) stake by 2.8% in Q2 2026, buying an estimated $23.1K and bringing the position to 5,748 shares worth $901K. The position accounts for 0.03% of the portfolio, ranked #427.

Centaurus Financial first reported a position in NVS in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.19M in Q4 2019. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Centaurus Financial held 5,748 shares of Novartis worth $901K as of Q2 2026.
  • Centaurus Financial bought 154 Novartis shares in Q2 2026, an estimated $23.1K.
  • Novartis made up 0.03% of Centaurus Financial's portfolio in Q2 2026, its #427 holding.
  • Centaurus Financial first reported a position in Novartis in Q2 2018 and has held it in 26 quarters since.
  • Centaurus Financial's Novartis position peaked at $1.19M in Q4 2019.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.