Financial Consulate’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$80.7K Buy
515
+33
+7% +$4.95K 0.01% 267
2026
Q1
$73.6K Buy
482
+328
+213% +$50.3K 0.01% 257
2025
Q4
$21.2K Buy
154
+30
+24% +$3.93K ﹤0.01% 460
2025
Q3
$15.9K Buy
+124
New +$15.1K ﹤0.01% 493

Other funds holding NVS

Financial Consulate's NVS Position: Q2 2026 in Review

Financial Consulate increased its Novartis (NVS) stake by 6.8% in Q2 2026, buying an estimated $4.95K and bringing the position to 515 shares worth $80.7K. The position accounts for 0.01% of the portfolio, ranked #267.

Financial Consulate first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Financial Consulate held 515 shares of Novartis worth $80.7K as of Q2 2026.
  • Financial Consulate bought 33 Novartis shares in Q2 2026, an estimated $4.95K.
  • Novartis made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #267 holding.
  • Financial Consulate first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.