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Certior Financial Group’s Novartis NVS Stock Holding History

Certior 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 		– Sell
-3,342
Closed -$510K – 151
2026
Q1 		$510K Buy
3,342
+21
+0.6% +$3.22K 0.33% 59
2025
Q4 		$458K Buy
3,321
+232
+8% +$30.4K 0.31% 63
2025
Q3 		$396K Sell
3,089
-201
-6% -$24.5K 0.26% 83
2025
Q2 		$398K Sell
3,290
-55
-2% -$6.2K 0.3% 77
2025
Q1 		$373K Buy
3,345
+60
+2% +$6.39K 0.3% 80
2024
Q4 		$320K Buy
+3,285
New +$350K 0.28% 92

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

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

Certior Financial Group sold out of Novartis (NVS) in Q2 2026, closing a stake of 3,342 shares — an estimated $510K sold.

Certior Financial Group first reported a position in NVS in Q4 2024 and held it in 6 quarters. The position peaked at $510K in Q1 2026. 629 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Certior Financial Group reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Certior Financial Group sold 3,342 Novartis shares in Q2 2026, an estimated $510K.
  • Certior Financial Group first reported a position in Novartis in Q4 2024 and held it in 6 quarters.
  • Certior Financial Group's Novartis position peaked at $510K in Q1 2026.
  • 629 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.