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Fiduciary Financial Group’s Novartis NVS Stock Holding History

Fiduciary 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 		$616K Buy
3,929
+37
+1% +$5.55K 0.07% 163
2026
Q1 		$595K Buy
3,892
+215
+6% +$33K 0.08% 155
2025
Q4 		$507K Sell
3,677
-172
-4% -$22.5K 0.07% 160
2025
Q3 		$494K Buy
3,849
+207
+6% +$25.3K 0.08% 151
2025
Q2 		$448K Buy
3,642
+47
+1% +$5.3K 0.08% 148
2025
Q1 		$372K Sell
3,595
-384
-10% -$40.9K 0.08% 149
2024
Q4 		$394K Buy
3,979
+81
+2% +$8.64K 0.09% 143
2024
Q3 		$443K Buy
3,898
+118
+3% +$13.4K 0.1% 121
2024
Q2 		$418K Buy
+3,780
New +$379K 0.1% 122

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

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

Fiduciary Financial Group increased its Novartis (NVS) stake by 0.95% in Q2 2026, buying an estimated $5.55K and bringing the position to 3,929 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #163.

Fiduciary Financial Group first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 727 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Fiduciary Financial Group held 3,929 shares of Novartis worth $616K as of Q2 2026.
  • Fiduciary Financial Group bought 37 Novartis shares in Q2 2026, an estimated $5.55K.
  • Novartis made up 0.07% of Fiduciary Financial Group's portfolio in Q2 2026, its #163 holding.
  • Fiduciary Financial Group first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
  • 727 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.