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Confluence Wealth Services’s Novartis NVS Stock Holding History

Confluence Wealth 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 		$302K Buy
+1,925
New +$289K 0.01% 400

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
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
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Confluence Wealth Services's NVS Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Novartis (NVS) in Q2 2026: 1,925 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings.

509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Confluence Wealth Services held 1,925 shares of Novartis worth $302K as of Q2 2026.
  • Novartis was a new Confluence Wealth Services position in Q2 2026.
  • Novartis made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #400 holding.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.