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Everhart Financial Group’s Novartis NVS Stock Holding History

Everhart 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
Q2 		$208K Buy
1,326
+5
+0.4% +$750 0.01% 451
2026
Q1 		$202K Buy
+1,321
New +$202K 0.02% 448

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Everhart Financial Group's NVS Position: Q2 2026 in Review

Everhart Financial Group increased its Novartis (NVS) stake by 0.38% in Q2 2026, buying an estimated $750 and bringing the position to 1,326 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #451.

Everhart Financial Group first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Everhart Financial Group held 1,326 shares of Novartis worth $208K as of Q2 2026.
  • Everhart Financial Group bought 5 Novartis shares in Q2 2026, an estimated $750.
  • Novartis made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #451 holding.
  • Everhart Financial Group first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.