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Mather Group’s Novartis NVS Stock Holding History

Mather 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 		$1.5M Sell
9,570
-579
-6% -$86.8K 0.01% 310
2026
Q1 		$1.55M Buy
10,149
+29
+0.3% +$4.45K 0.02% 264
2025
Q4 		$1.4M Sell
10,120
-114
-1% -$14.9K 0.01% 240
2025
Q3 		$1.31M Buy
10,234
+2,423
+31% +$296K 0.01% 245
2025
Q2 		$945K Sell
7,811
-100
-1% -$11.3K 0.01% 271
2025
Q1 		$882K Buy
7,911
+322
+4% +$34.3K 0.01% 274
2024
Q4 		$738K Buy
7,589
+51
+0.7% +$5.44K 0.01% 275
2024
Q3 		$867K Sell
7,538
-3,061
-29% -$347K 0.01% 260
2024
Q2 		$1.03M Buy
10,599
+3,046
+40% +$306K 0.01% 263
2024
Q1 		$763K Sell
7,553
-1,922
-20% -$197K 0.01% 264
2023
Q4 		$957K Buy
9,475
+1,712
+22% +$165K 0.02% 236
2023
Q3 		$791K Buy
7,763
+580
+8% +$58.9K 0.01% 248
2023
Q2 		$725K Buy
7,183
+589
+9% +$58.9K 0.01% 279
2023
Q1 		$607K Buy
6,594
+2,053
+45% +$179K 0.01% 294
2022
Q4 		$412K Sell
4,541
-3,050
-40% -$257K 0.01% 346
2022
Q3 		$577K Sell
7,591
-1,193
-14% -$98.9K 0.01% 263
2022
Q2 		$743K Buy
8,784
+127
+1% +$11.1K 0.02% 209
2022
Q1 		$760K Sell
8,657
-10
-0.1% -$866 0.02% 207
2021
Q4 		$758K Buy
8,667
+3,048
+54% +$253K 0.01% 175
2021
Q3 		$459K Buy
5,619
+130
+2% +$11.7K 0.01% 177
2021
Q2 		$501K Sell
5,489
-18
-0.3% -$1.6K 0.01% 163
2021
Q1 		$471K Sell
5,507
-86
-2% -$7.72K 0.01% 155
2020
Q4 		$528K Sell
5,593
-105
-2% -$9.18K 0.02% 133
2020
Q3 		$495K Buy
5,698
+55
+1% +$4.76K 0.02% 136
2020
Q2 		$493K Buy
5,643
+14
+0.2% +$1.21K 0.02% 134
2020
Q1 		$464K Buy
5,629
+2,827
+101% +$252K 0.03% 91
2019
Q4 		$265K Buy
+2,802
New +$251K 0.02% 141

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

Mather Group's NVS Position: Q2 2026 in Review

Mather Group reduced its Novartis (NVS) stake by 5.7% in Q2 2026, selling an estimated $86.8K and leaving 9,570 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #310.

Mather Group first reported a position in NVS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.55M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mather Group held 9,570 shares of Novartis worth $1.5M as of Q2 2026.
  • Mather Group sold 579 Novartis shares in Q2 2026, an estimated $86.8K.
  • Novartis made up 0.01% of Mather Group's portfolio in Q2 2026, its #310 holding.
  • Mather Group first reported a position in Novartis in Q4 2019 and has held it in 27 quarters since.
  • Mather Group's Novartis position peaked at $1.55M in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.