FPF
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First Pacific Financial’s Novartis NVS Stock Holding History

First Pacific Financial’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
Q3 		$5.65M Sell
39,660
-211
-0.5% -$32K 0.58% 30
2026
Q2 		$6.25M Sell
39,871
-51
-0.1% -$7.65K 0.74% 21
2026
Q1 		$6.1M Sell
39,922
-150
-0.4% -$23K 0.79% 20
2025
Q4 		$5.52M Buy
40,072
+5,759
+17% +$754K 0.72% 26
2025
Q3 		$4.4M Buy
34,313
+8,258
+32% +$1.01M 0.61% 31
2025
Q2 		$3.15M Buy
+26,055
New +$2.94M 0.46% 36

Other funds holding NVS

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

First Pacific Financial's NVS Position: Q3 2026 in Review

First Pacific Financial reduced its Novartis (NVS) stake by 0.53% in Q3 2026, selling an estimated $32K and leaving 39,660 shares worth $5.65M. The position accounts for 0.58% of the portfolio, ranked #30.

First Pacific Financial first reported a position in NVS in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.25M in Q2 2026. 227 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • First Pacific Financial held 39,660 shares of Novartis worth $5.65M as of Q3 2026.
  • First Pacific Financial sold 211 Novartis shares in Q3 2026, an estimated $32K.
  • Novartis made up 0.58% of First Pacific Financial's portfolio in Q3 2026, its #30 holding.
  • First Pacific Financial first reported a position in Novartis in Q2 2025 and has held it in 6 quarters since.
  • First Pacific Financial's Novartis position peaked at $6.25M in Q2 2026.
  • 227 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.