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Foster Group’s Novartis NVS Stock Holding History

Foster Group’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 		$601K Buy
3,834
+347
+10% +$52K 0.02% 170
2026
Q1 		$533K Buy
3,487
+191
+6% +$29.3K 0.02% 164
2025
Q4 		$454K Sell
3,296
-19
-0.6% -$2.49K 0.01% 166
2025
Q3 		$425K Buy
3,315
+255
+8% +$31.1K 0.01% 161
2025
Q2 		$370K Buy
3,060
+21
+0.7% +$2.37K 0.01% 163
2025
Q1 		$339K Buy
3,039
+916
+43% +$97.5K 0.01% 149
2024
Q4 		$207K Buy
2,123
+289
+16% +$30.8K 0.01% 189
2024
Q3 		$211K Buy
+1,834
New +$208K 0.01% 192

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Foster Group's NVS Position: Q2 2026 in Review

Foster Group increased its Novartis (NVS) stake by 10% in Q2 2026, buying an estimated $52K and bringing the position to 3,834 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #170.

Foster Group first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Foster Group held 3,834 shares of Novartis worth $601K as of Q2 2026.
  • Foster Group bought 347 Novartis shares in Q2 2026, an estimated $52K.
  • Novartis made up 0.02% of Foster Group's portfolio in Q2 2026, its #170 holding.
  • Foster Group first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.