Horizon Financial Services’s Novartis NVS Stock Holding History

Horizon Financial Services’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	$7.68K	Buy	+49	New	+$7.35K	﹤0.01%	358

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

Horizon Financial Services's NVS Position: Q2 2026 in Review

Horizon Financial Services opened a new position in Novartis (NVS) in Q2 2026: 49 shares worth $7.68K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings.

734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Horizon Financial Services held 49 shares of Novartis worth $7.68K as of Q2 2026.
Novartis was a new Horizon Financial Services position in Q2 2026.
Novartis made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #358 holding.
734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.