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Founders Financial Alliance’s Novartis NVS Stock Holding History

Founders Financial Alliance’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 		$270K Sell
1,726
-800
-32% -$120K 0.04% 363
2026
Q1 		$386K Buy
2,526
+775
+44% +$119K 0.07% 253
2025
Q4 		$241K Sell
1,751
-738
-30% -$96.6K 0.05% 321
2025
Q3 		$319K Buy
2,489
+738
+42% +$90.1K 0.06% 278
2025
Q2 		$212K Sell
1,751
-704
-29% -$79.3K 0.05% 304
2025
Q1 		$274K Sell
2,455
-27
-1% -$2.87K 0.07% 274
2024
Q4 		$242K Sell
2,482
-94
-4% -$10K 0.07% 252
2024
Q3 		$296K Hold
2,576
– – 0.08% 218
2024
Q2 		$274K Buy
2,576
+3
+0.1% +$301 0.08% 222
2024
Q1 		$249K Buy
+2,573
New +$264K 0.07% 230
2022
Q3 		– Sell
-3,542
Closed -$299K – 523
2022
Q2 		$299K Buy
+3,542
New +$311K 0.15% 154
2020
Q4 		– Sell
-1,290
Closed -$112K – 976
2020
Q3 		$112K Buy
+1,290
New +$112K 0.07% 239

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

Founders Financial Alliance's NVS Position: Q2 2026 in Review

Founders Financial Alliance reduced its Novartis (NVS) stake by 32% in Q2 2026, selling an estimated $120K and leaving 1,726 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #363.

Founders Financial Alliance first reported a position in NVS in Q3 2020 and has held it in 12 quarters since. The position peaked at $386K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Founders Financial Alliance held 1,726 shares of Novartis worth $270K as of Q2 2026.
  • Founders Financial Alliance sold 800 Novartis shares in Q2 2026, an estimated $120K.
  • Novartis made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #363 holding.
  • Founders Financial Alliance first reported a position in Novartis in Q3 2020 and has held it in 12 quarters since.
  • Founders Financial Alliance's Novartis position peaked at $386K in Q1 2026.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.