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Founders Financial Securities’s Novartis NVS Stock Holding History

Founders Financial Securities’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 		$412K Hold
2,628
– – 0.02% 417
2026
Q1 		$407K Sell
2,628
-112
-4% -$17.2K 0.02% 401
2025
Q4 		$378K Buy
2,740
+112
+4% +$14.7K 0.02% 436
2025
Q3 		$337K Sell
2,628
-204
-7% -$24.9K 0.02% 409
2025
Q2 		$343K Sell
2,832
-25
-0.9% -$2.82K 0.03% 396
2025
Q1 		$322K Buy
2,857
+87
+3% +$9.26K 0.03% 384
2024
Q4 		$270K Sell
2,770
-50
-2% -$5.33K 0.02% 394
2024
Q3 		$324K Sell
2,820
-12
-0.4% -$1.36K 0.03% 344
2024
Q2 		$301K Buy
2,832
+94
+3% +$9.44K 0.03% 347
2024
Q1 		$265K Buy
2,738
+318
+13% +$32.6K 0.03% 335
2023
Q4 		$244K Sell
2,420
-109
-4% -$10.5K 0.03% 329
2023
Q3 		$258K Hold
2,529
– – 0.03% 290
2023
Q2 		$255K Buy
2,529
+300
+13% +$30K 0.03% 278
2023
Q1 		$205K Hold
2,229
– – 0.03% 298
2022
Q4 		$202K Buy
+2,229
New +$188K 0.03% 306
2022
Q3 		– Sell
-2,491
Closed -$211K – 311
2022
Q2 		$211K Hold
2,491
– – 0.04% 240
2022
Q1 		$219K Buy
+2,491
New +$216K 0.04% 246
2021
Q3 		– Sell
-2,217
Closed -$202K – 284
2021
Q2 		$202K Buy
+2,217
New +$197K 0.04% 283
2018
Q4 		– Sell
-11,303
Closed -$873K – 112
2018
Q3 		$873K Buy
11,303
+94
+0.8% +$6.95K 0.24% 57
2018
Q2 		$759K Sell
11,209
-25
-0.2% -$1.73K 0.23% 58
2018
Q1 		$814K Buy
11,234
+250
+2% +$19K 0.26% 59
2017
Q4 		$826K Buy
10,984
+198
+2% +$14.9K 0.27% 55
2017
Q3 		$830K Buy
10,786
+454
+4% +$34.3K 0.3% 51
2017
Q2 		$773K Buy
+10,332
New +$732K 0.29% 52

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 Securities's NVS Position: Q2 2026 in Review

Founders Financial Securities held its Novartis (NVS) position steady in Q2 2026 at 2,628 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #417.

Founders Financial Securities first reported a position in NVS in Q2 2017 and has held it in 24 quarters since. The position peaked at $873K in Q3 2018. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Founders Financial Securities held 2,628 shares of Novartis worth $412K as of Q2 2026.
  • Founders Financial Securities left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #417 holding.
  • Founders Financial Securities first reported a position in Novartis in Q2 2017 and has held it in 24 quarters since.
  • Founders Financial Securities's Novartis position peaked at $873K in Q3 2018.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.