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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Pacific Financial's NVS Position: Q2 2026 in Review

First Pacific Financial reduced its Novartis (NVS) stake by 0.13% in Q2 2026, selling an estimated $7.65K and leaving 39,871 shares worth $6.25M. The position accounts for 0.74% of the portfolio, ranked #21.

First Pacific Financial first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

First Pacific Financial held 39,871 shares of Novartis worth $6.25M as of Q2 2026.
First Pacific Financial sold 51 Novartis shares in Q2 2026, an estimated $7.65K.
Novartis made up 0.74% of First Pacific Financial's portfolio in Q2 2026, its #21 holding.
First Pacific Financial first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.