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McDonald Partners’s Novartis NVS Stock Holding History

McDonald Partners’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 		$6.27K Buy
+40
New +$6K ﹤0.01% 518

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CPC
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

McDonald Partners's NVS Position: Q2 2026 in Review

McDonald Partners opened a new position in Novartis (NVS) in Q2 2026: 40 shares worth $6.27K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings.

604 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • McDonald Partners held 40 shares of Novartis worth $6.27K as of Q2 2026.
  • Novartis was a new McDonald Partners position in Q2 2026.
  • Novartis made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #518 holding.
  • 604 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.