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Granite Group Advisors’s Novartis NVS Stock Holding History

Granite Group Advisors’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 		$343K Buy
2,187
+607
+38% +$91K 0.2% 59
2026
Q1 		$239K Buy
+1,580
New +$242K 0.14% 77

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Granite Group Advisors's NVS Position: Q2 2026 in Review

Granite Group Advisors increased its Novartis (NVS) stake by 38% in Q2 2026, buying an estimated $91K and bringing the position to 2,187 shares worth $343K. The position accounts for 0.2% of the portfolio, ranked #59.

Granite Group Advisors first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Granite Group Advisors held 2,187 shares of Novartis worth $343K as of Q2 2026.
  • Granite Group Advisors bought 607 Novartis shares in Q2 2026, an estimated $91K.
  • Novartis made up 0.2% of Granite Group Advisors's portfolio in Q2 2026, its #59 holding.
  • Granite Group Advisors first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.