MFG
NVS icon

Magnus Financial Group’s Novartis NVS Stock Holding History

Magnus 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 		$436K Hold
2,782
– – 0.03% 260
2026
Q1 		$425K Sell
2,782
-35
-1% -$5.37K 0.03% 245
2025
Q4 		$388K Hold
2,817
– – 0.03% 298
2025
Q3 		$361K Buy
2,817
+29
+1% +$3.54K 0.03% 294
2025
Q2 		$337K Buy
2,788
+139
+5% +$15.7K 0.03% 285
2025
Q1 		$295K Buy
2,649
+4
+0.2% +$426 0.03% 283
2024
Q4 		$257K Hold
2,645
– – 0.02% 301
2024
Q3 		$304K Hold
2,645
– – 0.03% 270
2024
Q2 		$282K Buy
2,645
+25
+1% +$2.51K 0.03% 262
2024
Q1 		$253K Sell
2,620
-27
-1% -$2.77K 0.03% 275
2023
Q4 		$267K Buy
2,647
+27
+1% +$2.61K 0.04% 240
2023
Q3 		$267K Hold
2,620
– – 0.04% 220
2023
Q2 		$264K Hold
2,620
– – 0.04% 227
2023
Q1 		$241K Buy
2,620
+136
+5% +$11.9K 0.04% 242
2022
Q4 		$225K Buy
+2,484
New +$209K 0.04% 238
2022
Q3 		– Sell
-2,571
Closed -$217K – 279
2022
Q2 		$217K Buy
2,571
+100
+4% +$8.77K 0.04% 252
2022
Q1 		$217K Buy
2,471
+15
+0.6% +$1.3K 0.04% 263
2021
Q4 		$215K Hold
2,456
– – 0.04% 236
2021
Q3 		$201K Hold
2,456
– – 0.04% 234
2021
Q2 		$224K Hold
2,456
– – 0.05% 219
2021
Q1 		$210K Sell
2,456
-22
-0.9% -$1.97K 0.05% 215
2020
Q4 		$234K Buy
2,478
+58
+2% +$5.07K 0.02% 262
2020
Q3 		$210K Buy
+2,420
New +$210K 0.02% 259

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

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

Magnus Financial Group held its Novartis (NVS) position steady in Q2 2026 at 2,782 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #260.

Magnus Financial Group first reported a position in NVS in Q3 2020 and has held it in 23 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Magnus Financial Group held 2,782 shares of Novartis worth $436K as of Q2 2026.
  • Magnus Financial Group left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #260 holding.
  • Magnus Financial Group first reported a position in Novartis in Q3 2020 and has held it in 23 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.