DE
NVS icon

Diversified Enterprises’s Novartis NVS Stock Holding History

Diversified Enterprises’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 		$373K Buy
2,381
+5
+0.2% +$750 0.02% 291
2026
Q1 		$363K Buy
2,376
+138
+6% +$21.2K 0.02% 287
2025
Q4 		$309K Buy
+2,238
New +$293K 0.02% 291

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Diversified Enterprises's NVS Position: Q2 2026 in Review

Diversified Enterprises increased its Novartis (NVS) stake by 0.21% in Q2 2026, buying an estimated $750 and bringing the position to 2,381 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #291.

Diversified Enterprises first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Diversified Enterprises held 2,381 shares of Novartis worth $373K as of Q2 2026.
  • Diversified Enterprises bought 5 Novartis shares in Q2 2026, an estimated $750.
  • Novartis made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #291 holding.
  • Diversified Enterprises first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.