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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
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
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

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. 325 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.
  • 325 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.