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LifeSteps Financial’s Novartis NVS Stock Holding History

LifeSteps 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 		$12.9K Buy
+82
New +$12.3K 0.01% 371
2024
Q2 		– Sell
-67
Closed -$6.48K – 297
2024
Q1 		$6.48K Buy
+67
New +$6.87K ﹤0.01% 328

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

LifeSteps Financial's NVS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Novartis (NVS) in Q2 2026: 82 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in NVS as recently as Q1 2024.

LifeSteps Financial first reported a position in NVS in Q1 2024 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • LifeSteps Financial held 82 shares of Novartis worth $12.9K as of Q2 2026.
  • Novartis was a new LifeSteps Financial position in Q2 2026.
  • Novartis made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #371 holding.
  • LifeSteps Financial first reported a position in Novartis in Q1 2024 and has held it in 2 quarters since.
  • 504 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.