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Larson Financial Group’s Novartis NVS Stock Holding History

Larson 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 		$269K Buy
1,715
+102
+6% +$15.3K 0.01% 734
2026
Q1 		$246K Buy
1,613
+173
+12% +$26.5K 0.01% 657
2025
Q4 		$199K Buy
1,440
+20
+1% +$2.62K 0.01% 697
2025
Q3 		$182K Buy
1,420
+363
+34% +$44.3K 0.01% 718
2025
Q2 		$128K Sell
1,057
-255
-19% -$28.7K 0.01% 767
2025
Q1 		$146K Buy
1,312
+118
+10% +$12.6K 0.01% 687
2024
Q4 		$116K Sell
1,194
-35
-3% -$3.73K 0.01% 700
2024
Q3 		$141K Buy
1,229
+1,176
+2,219% +$133K 0.01% 654
2024
Q2 		$5.64K Sell
53
-40
-43% -$4.01K ﹤0.01% 1419
2024
Q1 		$9K Hold
93
– – ﹤0.01% 1069
2023
Q4 		$9.39K Buy
+93
New +$8.98K ﹤0.01% 1035
2022
Q1 		– Sell
-34
Closed -$3K – 1129
2021
Q4 		$3K Buy
+34
New +$2.82K ﹤0.01% 905
2019
Q4 		– Sell
-61
Closed -$5K – 634
2019
Q3 		$5K Buy
+61
New +$5.48K ﹤0.01% 369

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

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

Larson Financial Group increased its Novartis (NVS) stake by 6.3% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,715 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #734.

Larson Financial Group first reported a position in NVS in Q3 2019 and has held it in 13 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Larson Financial Group held 1,715 shares of Novartis worth $269K as of Q2 2026.
  • Larson Financial Group bought 102 Novartis shares in Q2 2026, an estimated $15.3K.
  • Novartis made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #734 holding.
  • Larson Financial Group first reported a position in Novartis in Q3 2019 and has held it in 13 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.