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Farther Finance Advisors’s Novartis NVS Stock Holding History

Farther Finance Advisors’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 		$5.85M Buy
37,340
+2,826
+8% +$424K 0.05% 359
2026
Q1 		$5.35M Buy
34,514
+136
+0.4% +$20.8K 0.05% 328
2025
Q4 		$4.74M Buy
34,378
+16,069
+88% +$2.1M 0.05% 318
2025
Q3 		$2.35M Buy
18,309
+981
+6% +$120K 0.04% 399
2025
Q2 		$2.1M Buy
17,328
+1,700
+11% +$192K 0.04% 352
2025
Q1 		$1.71M Buy
15,628
+3,389
+28% +$361K 0.04% 344
2024
Q4 		$1.19M Sell
12,239
-961
-7% -$102K 0.04% 316
2024
Q3 		$1.52M Buy
13,200
+2,717
+26% +$308K 0.06% 247
2024
Q2 		$1.12M Buy
10,483
+1,769
+20% +$178K 0.05% 277
2024
Q1 		$835K Buy
8,714
+1,375
+19% +$141K 0.05% 288
2023
Q4 		$741K Buy
7,339
+6,141
+513% +$593K 0.05% 274
2023
Q3 		$122K Buy
1,198
+662
+124% +$67.2K 0.02% 498
2023
Q2 		$54.1K Sell
536
-578
-52% -$57.8K 0.01% 644
2023
Q1 		$102K Buy
1,114
+786
+240% +$68.6K 0.03% 401
2022
Q4 		$29.8K Buy
+328
New +$27.6K 0.01% 613

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

Farther Finance Advisors's NVS Position: Q2 2026 in Review

Farther Finance Advisors increased its Novartis (NVS) stake by 8.2% in Q2 2026, buying an estimated $424K and bringing the position to 37,340 shares worth $5.85M. The position accounts for 0.05% of the portfolio, ranked #359.

Farther Finance Advisors first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Farther Finance Advisors held 37,340 shares of Novartis worth $5.85M as of Q2 2026.
  • Farther Finance Advisors bought 2,826 Novartis shares in Q2 2026, an estimated $424K.
  • Novartis made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #359 holding.
  • Farther Finance Advisors first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.