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Goldstone Financial Group’s Novartis NVS Stock Holding History

Goldstone Financial 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 		$851K Sell
5,430
-408
-7% -$61.2K 0.08% 138
2026
Q1 		$892K Sell
5,838
-1,041
-15% -$160K 0.1% 126
2025
Q4 		$948K Buy
6,879
+242
+4% +$31.7K 0.11% 115
2025
Q3 		$851K Buy
6,637
+386
+6% +$47.1K 0.1% 123
2025
Q2 		$762K Buy
6,251
+1,378
+28% +$155K 0.1% 120
2025
Q1 		$543K Sell
4,873
-273
-5% -$29.1K 0.08% 128
2024
Q4 		$501K Buy
5,146
+832
+19% +$88.7K 0.08% 127
2024
Q3 		$496K Buy
4,314
+480
+13% +$54.5K 0.09% 118
2024
Q2 		$408K Buy
3,834
+571
+17% +$57.3K 0.08% 123
2024
Q1 		$316K Buy
3,263
+1,005
+45% +$103K 0.07% 123
2023
Q4 		$228K Buy
2,258
+79
+4% +$7.63K 0.06% 149
2023
Q3 		$222K Sell
2,179
-169
-7% -$17.2K 0.07% 142
2023
Q2 		$237K Sell
2,348
-65
-3% -$6.5K 0.07% 150
2023
Q1 		$222K Buy
+2,413
New +$211K 0.07% 137

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

Goldstone Financial Group's NVS Position: Q2 2026 in Review

Goldstone Financial Group reduced its Novartis (NVS) stake by 7% in Q2 2026, selling an estimated $61.2K and leaving 5,430 shares worth $851K. The position accounts for 0.08% of the portfolio, ranked #138.

Goldstone Financial Group first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. The position peaked at $948K in Q4 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Goldstone Financial Group held 5,430 shares of Novartis worth $851K as of Q2 2026.
  • Goldstone Financial Group sold 408 Novartis shares in Q2 2026, an estimated $61.2K.
  • Novartis made up 0.08% of Goldstone Financial Group's portfolio in Q2 2026, its #138 holding.
  • Goldstone Financial Group first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Novartis position peaked at $948K in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.