CFG
NVS icon

Cooper Financial Group’s Novartis NVS Stock Holding History

Cooper Financial 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
Q3 		$333K Buy
2,335
+82
+4% +$12.4K 0.03% 326
2026
Q2 		$353K Buy
2,253
+878
+64% +$132K 0.03% 312
2026
Q1 		$210K Buy
+1,375
New +$211K 0.02% 406

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cooper Financial Group's NVS Position: Q3 2026 in Review

Cooper Financial Group increased its Novartis (NVS) stake by 3.6% in Q3 2026, buying an estimated $12.4K and bringing the position to 2,335 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #326.

Cooper Financial Group first reported a position in NVS in Q1 2026 and has held it in 3 quarters since. The position peaked at $353K in Q2 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Cooper Financial Group held 2,335 shares of Novartis worth $333K as of Q3 2026.
  • Cooper Financial Group bought 82 Novartis shares in Q3 2026, an estimated $12.4K.
  • Novartis made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #326 holding.
  • Cooper Financial Group first reported a position in Novartis in Q1 2026 and has held it in 3 quarters since.
  • Cooper Financial Group's Novartis position peaked at $353K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.