Convergence Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Convergence Financial's NVS Position: Q1 2026 in Review
Convergence Financial increased its Novartis (NVS) stake by 91% in Q1 2026, buying an estimated $341K and bringing the position to 4,670 shares worth $713K. The position accounts for 0.08% of the portfolio, ranked #125.
Convergence Financial first reported a position in NVS in Q2 2024 and has held it in 8 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Convergence Financial held 4,670 shares of Novartis worth $713K as of Q1 2026.
- Convergence Financial bought 2,224 Novartis shares in Q1 2026, an estimated $341K.
- Novartis made up 0.08% of Convergence Financial's portfolio in Q1 2026, its #125 holding.
- Convergence Financial first reported a position in Novartis in Q2 2024 and has held it in 8 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.