FPAS
NVS icon

Focus Partners Advisor Solutions’s Novartis NVS Stock Holding History

Focus Partners Advisor Solutions’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 		$1.18M Buy
7,504
+382
+5% +$57.3K 0.01% 521
2026
Q1 		$1.09M Buy
7,122
+707
+11% +$108K 0.01% 534
2025
Q4 		$885K Sell
6,415
-479
-7% -$62.7K 0.01% 537
2025
Q3 		$882K Buy
6,894
+139
+2% +$17K 0.01% 573
2025
Q2 		$817K Buy
6,755
+73
+1% +$8.23K 0.01% 504
2025
Q1 		$745K Buy
6,682
+2,282
+52% +$243K 0.01% 455
2024
Q4 		$428K Buy
4,400
+1,468
+50% +$157K 0.01% 511
2024
Q3 		$337K Buy
2,932
+719
+32% +$81.6K 0.01% 534
2024
Q2 		$236K Sell
2,213
-1,289
-37% -$129K 0.01% 557
2024
Q1 		$339K Buy
+3,502
New +$359K 0.01% 437
2023
Q4 		– Sell
-2,779
Closed -$283K – 453
2023
Q3 		$283K Buy
2,779
+361
+15% +$36.6K 0.01% 357
2023
Q2 		$244K Buy
2,418
+72
+3% +$7.2K 0.01% 330
2023
Q1 		$216K Sell
2,346
-1,031
-31% -$90K 0.01% 321
2022
Q4 		$306K Sell
3,377
-181
-5% -$15.2K 0.02% 260
2022
Q3 		$270K Buy
3,558
+1,031
+41% +$85.5K 0.02% 325
2022
Q2 		$214K Buy
2,527
+53
+2% +$4.65K 0.02% 323
2022
Q1 		$217K Sell
2,474
-863
-26% -$74.7K 0.02% 295
2021
Q4 		$291K Buy
+3,337
New +$277K 0.06% 97

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Focus Partners Advisor Solutions's NVS Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Novartis (NVS) stake by 5.4% in Q2 2026, buying an estimated $57.3K and bringing the position to 7,504 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #521.

Focus Partners Advisor Solutions first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Focus Partners Advisor Solutions held 7,504 shares of Novartis worth $1.18M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 382 Novartis shares in Q2 2026, an estimated $57.3K.
  • Novartis made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #521 holding.
  • Focus Partners Advisor Solutions first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.