JF
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JMN Financial’s Novartis NVS Stock Holding History

JMN Financial’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 		$798K Sell
5,089
-297
-6% -$44.5K 0.62% 39
2026
Q1 		$823K Sell
5,386
-937
-15% -$144K 0.81% 23
2025
Q4 		$872K Buy
+6,323
New +$828K 0.87% 21

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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

JMN Financial's NVS Position: Q2 2026 in Review

JMN Financial reduced its Novartis (NVS) stake by 5.5% in Q2 2026, selling an estimated $44.5K and leaving 5,089 shares worth $798K. The position accounts for 0.62% of the portfolio, ranked #39.

JMN Financial first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $872K in Q4 2025. 1,546 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • JMN Financial held 5,089 shares of Novartis worth $798K as of Q2 2026.
  • JMN Financial sold 297 Novartis shares in Q2 2026, an estimated $44.5K.
  • Novartis made up 0.62% of JMN Financial's portfolio in Q2 2026, its #39 holding.
  • JMN Financial first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • JMN Financial's Novartis position peaked at $872K in Q4 2025.
  • 1,546 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.