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Chapman Financial Group’s Novartis NVS Stock Holding History

Chapman 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 		$369K Sell
2,355
-282
-11% -$42.3K 0.25% 91
2026
Q1 		$403K Sell
2,637
-612
-19% -$93.8K 0.29% 86
2025
Q4 		$448K Sell
3,249
-23
-0.7% -$3.01K 0.31% 86
2025
Q3 		$420K Hold
3,272
– – 0.29% 89
2025
Q2 		$396K Buy
+3,272
New +$369K 0.34% 75
2024
Q4 		$363K Buy
+3,733
New +$398K 0.29% 83

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

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

Chapman Financial Group reduced its Novartis (NVS) stake by 11% in Q2 2026, selling an estimated $42.3K and leaving 2,355 shares worth $369K. The position accounts for 0.25% of the portfolio, ranked #91.

Chapman Financial Group first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $448K in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Chapman Financial Group held 2,355 shares of Novartis worth $369K as of Q2 2026.
  • Chapman Financial Group sold 282 Novartis shares in Q2 2026, an estimated $42.3K.
  • Novartis made up 0.25% of Chapman Financial Group's portfolio in Q2 2026, its #91 holding.
  • Chapman Financial Group first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Novartis position peaked at $448K in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.