Helen Stephens Group’s Novartis NVS Stock Holding History

Helen Stephens 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	$887K	Buy	5,661 +1,720	+44%	+$258K	0.15%	63
2026 Q1	$602K	Hold	3,941	–	–	0.12%	71
2025 Q4	$543K	Sell	3,941 -1,034	-21%	-$135K	0.11%	65
2025 Q3	$638K	Buy	4,975 +753	+18%	+$91.9K	0.14%	57
2025 Q2	$511K	Hold	4,222	–	–	0.13%	54
2025 Q1	$471K	Hold	4,222	–	–	0.13%	57
2024 Q4	$411K	Hold	4,222	–	–	0.12%	59
2024 Q3	$486K	Hold	4,222	–	–	0.15%	57
2024 Q2	$449K	Hold	4,222	–	–	0.16%	58
2024 Q1	$408K	Sell	4,222 -16	-0.4%	-$1.64K	0.16%	50
2023 Q4	$428K	Hold	4,238	–	–	0.19%	49
2023 Q3	$432K	Hold	4,238	–	–	0.22%	47
2023 Q2	$428K	Sell	4,238 -12	-0.3%	-$1.2K	0.22%	49
2023 Q1	$391K	Hold	4,250	–	–	0.2%	55
2022 Q4	$386K	Sell	4,250 -734	-15%	-$61.8K	0.23%	52
2022 Q3	$379K	Buy	4,984 +734	+17%	+$60.8K	0.27%	44
2022 Q2	$359K	Hold	4,250	–	–	0.25%	43
2022 Q1	$373K	Hold	4,250	–	–	0.26%	40
2021 Q4	$372K	Buy	+4,250	New	+$353K	0.3%	37

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 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 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

Helen Stephens Group's NVS Position: Q2 2026 in Review

Helen Stephens Group increased its Novartis (NVS) stake by 44% in Q2 2026, buying an estimated $258K and bringing the position to 5,661 shares worth $887K. The position accounts for 0.15% of the portfolio, ranked #63.

Helen Stephens Group first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Helen Stephens Group held 5,661 shares of Novartis worth $887K as of Q2 2026.
Helen Stephens Group bought 1,720 Novartis shares in Q2 2026, an estimated $258K.
Novartis made up 0.15% of Helen Stephens Group's portfolio in Q2 2026, its #63 holding.
Helen Stephens Group first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.