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Fulcrum Equity Management’s Novartis NVS Stock Holding History

Fulcrum Equity Management’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 		$283K Hold
1,805
– – 0.21% 115
2026
Q1 		$276K Hold
1,805
– – 0.27% 96
2025
Q4 		$249K Buy
1,805
+56
+3% +$7.33K 0.24% 100
2025
Q3 		$224K Hold
1,749
– – 0.23% 85
2025
Q2 		$212K Buy
+1,749
New +$197K 0.22% 96

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

Fulcrum Equity Management's NVS Position: Q2 2026 in Review

Fulcrum Equity Management held its Novartis (NVS) position steady in Q2 2026 at 1,805 shares worth $283K. The position accounts for 0.21% of the portfolio, ranked #115.

Fulcrum Equity Management first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Fulcrum Equity Management held 1,805 shares of Novartis worth $283K as of Q2 2026.
  • Fulcrum Equity Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.21% of Fulcrum Equity Management's portfolio in Q2 2026, its #115 holding.
  • Fulcrum Equity Management first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.