Convergence Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Convergence Financial's NVS Position: Q2 2026 in Review
Convergence Financial reduced its Novartis (NVS) stake by 11% in Q2 2026, selling an estimated $77.4K and leaving 4,154 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #149.
Convergence Financial first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. The position peaked at $713K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Convergence Financial held 4,154 shares of Novartis worth $651K as of Q2 2026.
- Convergence Financial sold 516 Novartis shares in Q2 2026, an estimated $77.4K.
- Novartis made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #149 holding.
- Convergence Financial first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
- Convergence Financial's Novartis position peaked at $713K in Q1 2026.
- 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.