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Independent Financial Group’s Novartis NVS Stock Holding History

Independent 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 		$558K Sell
3,562
-1,463
-29% -$219K 0.01% 950
2026
Q1 		$768K Buy
5,025
+1,163
+30% +$178K 0.02% 723
2025
Q4 		$532K Buy
3,862
+707
+22% +$92.6K 0.01% 871
2025
Q3 		$405K Buy
3,155
+78
+3% +$9.52K 0.01% 942
2025
Q2 		$372K Buy
3,077
+529
+21% +$59.6K 0.01% 917
2025
Q1 		$284K Sell
2,548
-1,761
-41% -$187K 0.01% 955
2024
Q4 		$419K Buy
4,309
+1,657
+62% +$177K 0.01% 764
2024
Q3 		$305K Sell
2,652
-90
-3% -$10.2K 0.01% 875
2024
Q2 		$292K Buy
2,742
+146
+6% +$14.7K 0.01% 848
2024
Q1 		$251K Buy
2,596
+44
+2% +$4.51K 0.01% 864
2023
Q4 		$258K Buy
2,552
+50
+2% +$4.83K 0.01% 795
2023
Q3 		$255K Buy
2,502
+253
+11% +$25.7K 0.02% 735
2023
Q2 		$227K Buy
+2,249
New +$225K 0.02% 776

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

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

Independent Financial Group reduced its Novartis (NVS) stake by 29% in Q2 2026, selling an estimated $219K and leaving 3,562 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #950.

Independent Financial Group first reported a position in NVS in Q2 2023 and has held it in 13 quarters since. The position peaked at $768K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Independent Financial Group held 3,562 shares of Novartis worth $558K as of Q2 2026.
  • Independent Financial Group sold 1,463 Novartis shares in Q2 2026, an estimated $219K.
  • Novartis made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #950 holding.
  • Independent Financial Group first reported a position in Novartis in Q2 2023 and has held it in 13 quarters since.
  • Independent Financial Group's Novartis position peaked at $768K in Q1 2026.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.