CGC Financial Services’s Novartis NVS Stock Holding History

CGC Financial Services’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	$128K	Sell	816 -56	-6%	-$8.39K	0.03%	88
2026 Q1	$133K	Hold	872	–	–	0.04%	83
2025 Q4	$120K	Hold	872	–	–	0.03%	87
2025 Q3	$112K	Hold	872	–	–	0.03%	86
2025 Q2	$106K	Hold	872	–	–	0.04%	88
2025 Q1	$97.2K	Hold	872	–	–	0.04%	79
2024 Q4	$84.9K	Hold	872	–	–	0.03%	82
2024 Q3	$100K	Hold	872	–	–	0.04%	74
2024 Q2	$92.8K	Hold	872	–	–	0.04%	73
2024 Q1	$84.3K	Hold	872	–	–	0.04%	77
2023 Q4	$88K	Hold	872	–	–	0.04%	80
2023 Q3	$88.8K	Hold	872	–	–	0.06%	65
2023 Q2	$88K	Buy	+872	New	+$87.2K	0.06%	69

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

CGC Financial Services's NVS Position: Q2 2026 in Review

CGC Financial Services reduced its Novartis (NVS) stake by 6.4% in Q2 2026, selling an estimated $8.39K and leaving 816 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #88.

CGC Financial Services first reported a position in NVS in Q2 2023 and has held it in 13 quarters since. The position peaked at $133K in Q1 2026. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

CGC Financial Services held 816 shares of Novartis worth $128K as of Q2 2026.
CGC Financial Services sold 56 Novartis shares in Q2 2026, an estimated $8.39K.
Novartis made up 0.03% of CGC Financial Services's portfolio in Q2 2026, its #88 holding.
CGC Financial Services first reported a position in Novartis in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Novartis position peaked at $133K in Q1 2026.
285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.