CFSG
NVS icon

Community Financial Services Group’s Novartis NVS Stock Holding History

Community Financial Services 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 		$102K Sell
663
-1,634
-71% -$245K 0.01% 169
2026
Q1 		$356K Sell
2,297
-1,228
-35% -$188K 0.06% 86
2025
Q4 		$486K Sell
3,525
-371
-10% -$48.6K 0.09% 74
2025
Q3 		$500K Hold
3,896
– – 0.09% 75
2025
Q2 		$471K Sell
3,896
-271
-7% -$30.5K 0.09% 71
2025
Q1 		$465K Sell
4,167
-49,785
-92% -$5.3M 0.1% 73
2024
Q4 		$5.25M Sell
53,952
-236
-0.4% -$25.2K 1.04% 34
2024
Q3 		$6.23M Buy
54,188
+1,236
+2% +$140K 1.28% 29
2024
Q2 		$5.64M Buy
52,952
+3,292
+7% +$330K 1.21% 27
2024
Q1 		$4.8M Buy
+49,660
New +$5.09M 1.09% 27
2023
Q3 		$856K Buy
+8,403
New +$853K 0.22% 63
2015
Q2 		– Sell
-15
Closed -$1K – 321
2015
Q1 		$1K Buy
+15
New +$1.33K ﹤0.01% 319

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

Community Financial Services Group's NVS Position: Q2 2026 in Review

Community Financial Services Group reduced its Novartis (NVS) stake by 71% in Q2 2026, selling an estimated $245K and leaving 663 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #169.

Community Financial Services Group first reported a position in NVS in Q1 2015 and has held it in 12 quarters since. The position peaked at $6.23M in Q3 2024. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Community Financial Services Group held 663 shares of Novartis worth $102K as of Q2 2026.
  • Community Financial Services Group sold 1,634 Novartis shares in Q2 2026, an estimated $245K.
  • Novartis made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #169 holding.
  • Community Financial Services Group first reported a position in Novartis in Q1 2015 and has held it in 12 quarters since.
  • Community Financial Services Group's Novartis position peaked at $6.23M in Q3 2024.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.