Focus Financial Network’s Novartis NVS Stock Holding History

Focus Financial Network’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	$318K	Sell	2,032 -598	-23%	-$89.6K	0.01%	601
2026 Q1	$402K	Sell	2,630 -330	-11%	-$50.6K	0.01%	520
2025 Q4	$408K	Sell	2,960 -216	-7%	-$28.3K	0.01%	500
2025 Q3	$407K	Sell	3,176 -7	-0.2%	-$854	0.01%	507
2025 Q2	$385K	Buy	3,183 +182	+6%	+$20.5K	0.02%	497
2025 Q1	$335K	Sell	3,001 -54	-2%	-$5.75K	0.01%	521
2024 Q4	$297K	Sell	3,055 -30	-1%	-$3.2K	0.01%	553
2024 Q3	$355K	Buy	3,085 +15	+0.5%	+$1.7K	0.01%	496
2024 Q2	$343K	Buy	+3,070	New	+$308K	0.01%	490
2021 Q4	–	Sell	-2,673	Closed	-$219K	–	418
2021 Q3	$219K	Buy	2,673 +249	+10%	+$22.4K	0.03%	385
2021 Q2	$221K	Sell	2,424 -120	-5%	-$10.7K	0.03%	383
2021 Q1	$217K	Buy	+2,544	New	+$228K	0.03%	379

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

Focus Financial Network's NVS Position: Q2 2026 in Review

Focus Financial Network reduced its Novartis (NVS) stake by 23% in Q2 2026, selling an estimated $89.6K and leaving 2,032 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #601.

Focus Financial Network first reported a position in NVS in Q1 2021 and has held it in 12 quarters since. The position peaked at $408K in Q4 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Focus Financial Network held 2,032 shares of Novartis worth $318K as of Q2 2026.
Focus Financial Network sold 598 Novartis shares in Q2 2026, an estimated $89.6K.
Novartis made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #601 holding.
Focus Financial Network first reported a position in Novartis in Q1 2021 and has held it in 12 quarters since.
Focus Financial Network's Novartis position peaked at $408K in Q4 2025.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.